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John Flanagan

Manager- Data Aggregation at Envestnet | Tamarac Inc

John Flanagan is a professional with a diverse background in customer service, portfolio management software, relationship building, and project execution.

He excels in team management, workflow prioritization, issue resolution, staff scheduling, and trade activity reconciliation.

Skilled in quick learning, goal achievement, job assimilation, and implementing new ideas effectively.

His strengths lie in exceptional communication, strategic planning, problem-solving, and leadership abilities.

John Flanagan holds a Bachelor of Science degree in Sociology from Arizona State University.

His past roles include Manager - Data Aggregation at Envestnet | Tamarac, Sr. Data Aggregation Specialist at Envestnet, Inc, Advisor Support Services at BlueSky Wealth Advisors, Team Manager Advisor Platform Support at Charles Schwab, Senior Specialist Portfolio Services Team Lead at Charles Schwab, Portfolio Services Associate at Charles Schwab, and Manager, Buyer at Flanny's Bar and Grill.

John Flanagan
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Location

New Bern, North Carolina, United States