John Pickett
- Role
- Senior Vice President Financial Advisor at CAPTRUST
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Pickett
I joined CAPTRUST in 2010 with the opening of our office in Dallas, Texas, following a…
Experience
Senior Vice President Financial Advisor
Jan 2010 — Present
Education
The Wharton School
Certified Investment Management Accreditation (CIMA), CIMA
Baylor University
Bachelor of Arts (B.A.), Economics
Skills
- 401k
- Investments
- Investment Strategies
- Asset Allocation
- Retirement Planning
- Qualified Retirement Plans
- Mutual Funds
- Asset Managment
- Investment Advisory
- Retirement
- Retirement Plan Consulting
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