John E. Sestina and Company

Description

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

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John E. Sestina and Company Employees

Employee
Years
Job
Industry
Mark S. Coffey, JD, CFP Mark S. Coffey, JD, CFP Columbus, Ohio Area Details
Mark S. Coffey, JD, CFP's John E. Sestina and Company Experience June 1999 - June 2010
Job FeeOnly Financial Planner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Yu Fan Yu Fan Greater Los Angeles Area Details
Yu Fan's John E. Sestina and Company Experience June 2012 - September 2012
Job MFE Candidate
Industry Financial Services
Experience
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

Greg Jankowski Greg Jankowski San Diego, California Details
Greg Jankowski's John E. Sestina and Company Experience May 2006 - June 2007
Job Portfolio Manager at Delphi Private Advisors
Industry Investment Management
Experience
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)

Carl Buckner Carl Buckner Dublin, Ohio Details
Carl Buckner's John E. Sestina and Company Experience February 2000 - Present
Job FeeOnly Financial Planner
Industry Financial Services
Experience
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

John Sestina John Sestina Columbus, Ohio Area Details
John Sestina's John E. Sestina and Company Experience January 1965 - Present
Job Founder at National Association of Personal Financial Advisors
Industry Financial Services
Experience
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

Cole Hammack Cole Hammack Heath, Ohio Details
Cole Hammack's John E. Sestina and Company Experience October 2014 - Present
Job Intern at John E. Sestina and Company
Industry Financial Services
Experience
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

Tad Herrington, CFP® Tad Herrington, CFP® Columbus, Ohio Area Details
Tad Herrington, CFP®'s John E. Sestina and Company Experience January 2010 - October 2013
Job Wealth Planning Analyst at UBS Financial Services
Industry Financial Services
Experience
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

Craig Constantinovich Craig Constantinovich Columbus, Ohio Area Details
Craig Constantinovich's John E. Sestina and Company Experience May 2013 - Present
Job Financial Planning Intern at John E. Sestina and Company
Industry Financial Services
Experience
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

Bret Steinfurth Bret Steinfurth Westerville, Ohio Details
Bret Steinfurth's John E. Sestina and Company Experience March 1997 - Present
Job IT at John E Sestina and company
Industry Financial Services
Experience
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.)