John’s passion for helping others achieve their goals brought him to Adviser in 2022, where he currently serves as the head of client operations & services. In this role, John oversees a team of dedicated and knowledgeable professionals in delivering an engaging and seamless client experience.
Prior to joining Adviser, John spent 19 years at Fidelity Investments, starting as a client service representative, where he fulfilled the service needs of investment advisers and clients. From there, John held multiple roles in learning and operations, eventually leading the learning and talent management function for a global audience of investment associates. At Fidelity, John and his teams were recognized by both the International Society for Performance Improvement and the Association for Talent Development for developing robust learning and performance support programs that measurably improved business results. John lives in New Hampshire with his wife and 2 children, as well as their dogs Myla and Barkley and their cat Deuce.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.