John H King
Director, Senior Wealth Advisor at Dakota Wealth Management | Thought leader on Forbes Finance Council
- Role
- Advisory Council Member at Forbes Finance Council
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About John H King
At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As your Director, Senior Wealth Advisor, I would work with you and your family to understand your aspirations, goals and concerns. Together with my client advisory team, we would work closely with you to develop personalized solutions to protect, grow, and eventually, transition your wealth. As your goals evolve and change throughout the stages of your life, we are there to guide you along the way.“Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity and enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at Dakota\'s Areas of Focus: Investments, Tax Strategies & Compliance, Wealth Transfer, Business Advisory, Estate and Financial Planning, Retirement, M & AIndustry Experience: Banking, Lending, Real Estate, Healthcare, Closely Held Businesses, Native American, Captive Insurance, Asset Protection, M&A advisory, Cross Border advising, Buy and Sell side
Experience
Advisory Council Member
Jul 2021 — Present · US
Education
Pepperdine Graziadio Business School
Certified Mergers & Acquisitions Advisor
2019 — 2019
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration - MBA, Finance and Financial Management Services
2018 — 2021
Skills
- Cash Management
- Credit Analysis
- Captives
- Management
- Investments
- Private Banking
- Series 7
- Asset Based Lending
- Equities
- Wealth Management Services
- Series 63
- Retail Banking
- Portfolio Management
- Loans
- Small Business Lending
- Financial Advisory
- Treasury Management
- Asset Protection
- Wealth
- Asset Management
- Commercial Banking
- Investment Management
- Investment Advisory
- Fixed Income
- Financial Planning
- Mortgage Lending
- Commercial Lending
- Credit
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Relationship Management
- Securities
- Estate Planning
- Credit Risk
- Finance
- Retirement Planning
- Consumer Lending
- Investment Strategies
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