John E. Sestina and Company
Address: 1161 Bethel Rd # 201, Columbus, OH 43220 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–1PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (614) 326-3077Place name: : : : : Category: Website: : : Website: https://www.managingtobewealthy.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of John E. Sestina & Company Posting publicly on the Web Write a review Reviews Be the first to review
John E. Sestina and Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at John E. Sestina and Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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John E. Sestina and Company Employees
Summit Financial Strategies, Inc. July 2010 - Present
John E. Sestina and Company June 1999 - June 2010
Education
Capital University Law School 1982 — 1985
JD, Law
Bethany College 1978 — 1982
B.A., Political Science and History
Farmers Insurance June 2015 - September 2015
Shenzhen Capital Group Co., Ltd June 2014 - September 2014
Victoria's Secret October 2012 - March 2013
John E. Sestina and Company June 2012 - September 2012
Skills
Analysis, Microsoft Excel, Data Analysis, Risk Management, Actuarial Science, SAS, Access, Financial Analysis, Microsoft Word, Microsoft Office, Financial Modeling, Photoshop, Insurance, Chinese culture, Finance, Matlab, Statistics, Statistical Modeling, Programming, R, SAS/SQL, Excel, Word, PowerPoint, Mandarin, Mathematics, SAP, Portfolio Management, Investments, Google Analytics, Data Analytics
Education
UCLA Anderson School of Management 2014 — 2015
Master of Science (M.S.), Financial Mathematics
The Ohio State University 2009 — 2012
Bachelor's degree, Actuarial Science, 3.5
Delphi Private Advisors October 2013 - Present
Northern Trust November 2012 - September 2013
Northern Trust July 2011 - November 2012
Northern Trust December 2007 - July 2011
John E. Sestina and Company May 2006 - June 2007
World Financial Group April 2004 - March 2006
Skills
Financial Modeling, Portfolio Management, Investment Strategies, Alternative Investments, Finance, Forecasting, Accounting, Financial Services, Stocks, Investments, Risk Management, Corporate Finance, Mergers & Acquisitions, Research, Budget Analysis, CRM, Project Management, Microsoft Office, Excel, Developmental, Fixed Income Strategies, Customization, Private Equity, Fiduciary, Money Management, Financial Management..., Performance Improvement, Creative Work, Corporate FP&A, Creative Direction, Self-starter, Creative Services, Highly Ambitious, Dedicated Professional, Client-centric, Valuation, Critical Thinking, Driving Performance, Driving Growth, Investment Valuation, Investment Theory, Investment Banking, Analytics, Venture Capital, Stock Research, Fixed Income Analysis, Cash-flow Management, Analyst, Wealth Management, Wealth Management...
Education
University of California, Irvine - The Paul Merage School of Business
- Master of Business Administration (MBA)
The Ohio State University
- Bachelor of Science, Finance
Licenses: Uniform Investment Adviser Law (Series 65)
John E Sestina and Company February 2000 - Present
Lucent Technologies 1996 - 1999
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Financial Advisory, Retirement, Securities, Investment Management, Investment Strategies, Insurance, Investment Advisory, Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Wealth Management..., Term Life Insurance, Asset Management, Financial Analysis, Financial Planners, Disability Insurance, Small Business, Fixed Annuities, 401k Rollovers, Finance, Financial Services, Alternative Investments, Personal Finance, Life Insurance, IRAs, Long-term Care, Risk Management, College Education..., Wealth, Saving for Education, College Savings Plans, 401k, Financial Goals, Wealth Accumulation, Roth IRA, Series 65, Retirement Savings, Trust Services
Education
The University of Chicago - Booth School of Business 1968 — 1972
MBA
Illinois Institute of Technology
National Association of Personal Financial Advisors January 1974 - Present
Financial Planning Association January 1970 - Present
John E Sestina and Company January 1965 - Present
John E. Sestina and Company January 1965 - Present
Sestina Enterprises Inc 1980 - 2015
Skills
Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Investments, Estate Planning, Personal Finance, Financial Planners, Certified Financial..., Personal Financial..., Wealth, Wealth Management, Pensions, Leadership, Insurance, Investment Advisory, Asset Allocation, Business Analysis, Wealth Management..., 401k, Investment Strategies, Trusts, Asset, Small Business, Finance, IRAs, Employee Benefits, High Net Worth..., Asset Protection, Business Strategy, Management, Asset Management, Fixed Annuities, Life Insurance, Long-term Care, Mutual Funds, Securities, Alternative Investments, Risk Management, Training, Business Intelligence, Series 7, Business Planning, Wealth Accumulation, Savings, Investment Management, Business Process..., Disability Insurance, Bonds
Education
American College, Bryn Mawr 1980 — 1981
MSFS, Financial Services
University of Dayton
BS, Education
John E. Sestina and Company October 2014 - Present
Packaging Corporation of America May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Customer Service, Teamwork
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Business Finance, 3.7 - Magna Cum Laude
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Business Finance - Investments
UBS Financial Services, Inc. April 2014 - Present
True Wealth Design October 2013 - April 2014
Managing to be Wealthy with John Sestina Radio Show July 2012 - October 2013
John E. Sestina and Company January 2010 - October 2013
Northwestern Mutual January 2009 - January 2010
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Financial Planners, Business Planning, Financial Advisory, Personal Financial..., Investment Management, Wealth Management, Financial Planning, Insurance Planning, Debt Management
Education
The Ohio State University 2005 — 2009
Family Resource Management, Financial Planning
John E. Sestina and Company May 2013 - Present
BMW Financial Services October 2012 - May 2013
MCN July 2012 - September 2012
Lids May 2010 - April 2012
United Way of the Greater Dayton Area August 2011 - December 2011
Ohio Orthopedic Center of Excellence January 2011 - May 2011
University of Dayton February 2010 - March 2011
Skills
Athletic Training, Athletics, Customer Service, Sports, Rehabilitation, Microsoft Excel, Medical Records, Committed to..., Microsoft Money, Pharmacy, Long-term Care, Outstanding..., Phone Skills, Accountability, High Organizational..., Development Of Employees, Speech, Goal Oriented, Training, Sales, Timely Decision Making
Education
College for Financial Planning 2013 — 2013
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
John E Sestina and Company March 1997 - Present
John E Sestina and company January 1997 - Present
Education
Muskingum College 1992 — 1996
Bachelor of Business Administration (B.B.A.)