John Casconi
Senior Managing Partner Certified Portfolio Manager @Money Concepts
Louisville, KY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2009 — Present
Senior Managing Partner Certified Portfolio Manager @Money Concepts
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Louisville, KY, US
EDUCATION
1971 — 1975
Fordham University
Bachelor of Arts (B.A.), Communication and Media Studies
SKILLS
Financial PlanningFinancial AnalysisLife InsuranceInvestment StrategiesAlternative InvestmentsFinanceSeries 63Fixed AnnuitiesFinancial PlannersSeries 7Small BusinessIrasEtfsTerm Life InsuranceMarketing Strategy401k RolloversOptionsSecuritiesEstate PlanningFixed IncomeWealth ManagementLong-Term CareAsset AllocationMutual FundsStrategic PlanningRisk ManagementInvestmentsFinancial AdvisoryWealth Management ServicesSeries 6InsuranceSeries 24Financial Services401kWealth AccumulationRetirement PlanningFinraInvestment AdvisoryRetirementBonds
ABOUT JOHN CASCONI
Managing Partner | Private Client Group at Money Concepts
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