电子邮件 | jma***@***.com | 获取Email |
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电子邮件 | jma***@***.com | 获取Email |
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Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and overwhelming. Whether you are preparing for a milestone life event, retirement, the sale of a business, or simply looking to protect your financial future, Capstone Partners Financial and Insurance Services and our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance. At Capstone Partners Financial and Insurance Services, we work closely with you to understand your goals and to identify obstacles that may prevent you from reaching them. We then present you with manageable next steps and strategies so you can move past those obstacles and toward a more successful financial future. Headquartered in Newport Beach, we have more than 100 financial professionals who provide customized financial solutions for thousands of clients across the Western United States. A particular area of focus for Capstone Partners is special needs planning. We help families develop life care plans, which can help make a difference in the quality of life for a loved one with special needs and all family members.
公司 | Capstone Partners Financial and Insurance Services |
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职位 | Financial Manager & Securities Advisor |
地点 | United States |
http://www.linkedin.com/in/jon-markos-1266469 | |
部门 | master_finance |
头衔 | Financial Advisor at Capstone Partners Financial & Insurance Services |
Managing Associate
2012-05-01 - 2017-07-01
Capstone Partners Financial and Insurance Services Financial Manager & Securities Advisor
2012-05-01 -
Business Development/Sales/Marketing
2008-10-01 - 2012-03-01
Citi Wholesale Account Executive
2005-01-01 - 2008-10-01
Morgan Funding Corp Sales Manager
2002-09-01 - 2005-01-01
Jon Markos 在 Capstone Partners Financial and Insurance Services 担任 Financial Advisor at Capstone Partners Financial & Insurance Services
Jon Markos 在 Capstone Partners Financial and Insurance Services 的职位是 Financial Advisor at Capstone Partners Financial & Insurance Services
Jon Markos 的电子邮件地址是 jma***@***.com
Jon Markos 的电话号码是 -
Jon Markos 的公司电话号码是 +194****
Jon Markos 在 financial services 工作。
Jon Markos 的一些同事包括Jordan Gregory、Jeena F、Scott Close、Vernon SScott Grove、。
Jon Markos联系方式: 电子邮件地址:jma***@***.com 电话号码:-
Jon Markos 的个人领英是:http://www.linkedin.com/in/jon-markos-1266469
Jon Markos 的办公地点:4695 MacArthur Ct #1000, Newport Beach, CA 92660, Verenigde Staten
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