John Cantleberry
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About John Cantleberry
We help clients plan, execute and accomplish their financial goals from education and retirement planning to complex investing strategies designed specifically for individual success. The Merrill investment platform leverages powerful tools to provide the basis for a sound financial future. This includes seasoned investment management and research, wealth management planning, custom credit structuring, banking, and estate planning services. Most of our clients are individuals, families, family offices, businesses, and 501(c)3 Non-profit foundations or organizations. Note: Credit and Banking Services are through Bank of America, N.A Disclosure:*BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
Experience
Financial Advisor
Jun 2017 — Present
Education
University of Pennsylvania, Wharton School of Business
Masters of Business Administration, MBA
1982 — 1984
Kettering University
Bachelor's Degree
1977 — 1982
Skills
- Telecommunications
- Product Development
- Analysis
- Leadership
- Sales Management
- Account Management
- Hedge Funds
- Customer Relationship Management (Crm)
- Program Management
- Equity Funding
- Marketing
- Financial Analysis
- Business Planning
- Operations Management
- Negotiation
- Product Launch
- Investments
- Management
- Finance
- Crm
- Strategic Planning
- Line Management
- Business Development
- Debt & Equity Financing
- Sales
- Private Equity
- Appraisals
- Real Estate Financing
- Mergers & Acquisitions
- Mergers
- Contract Negotiation
- Start-Ups
- Real Estate
- Analytics
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