Meet John

John serves as Client Associate for Enterprise Wealth Management, supporting Relationship Managers in their roles. Prior to joining Enterprise, John spent seven years in retail banking as a licensed banker at both Citizens Bank and Santander Bank. There he helped build client relationships while assisting financial advisors and the branch networks. He has also spent time working on asset allocation models, equity research, retirement planning solutions, and life insurance needs at Dion Money Management and Prudential.

John is involved with the Boys and Girls Club of America, assisting them with fundraising events and after school programs.

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