Location: Coatesville, Pennsylvania
Favorite Beverage: Iced coffee
First Live Concert: Bruce Springsteen
Least Favorite Chore: Doing the dishes
Prior to Summit CPA Group John has worked at an investment banking services holding company where he synthesized and analyzed financial data with consideration to client’s heath accounts and 529 funds to meet client financial goals. He also collected data and produced an in-depth analysis of client finances to assist management. John's other previous experiences include functioning as a project operations manager and a client project specialist. In these previous positions he utilized financial planning skills to develop and implement project estimates and budgets for staffing and buy-side purchases resulting in overall improved efficiency and corporate savings. John's strengths lie on being spreadsheet driven and detail oriented in order to achieve client goals and meet deadlines.
John earned his Bachelor’s degree in Finance from West Chester University of Pennsylvania. He will be sitting for the CPA exams this year.
When John is not studying for the CPA exams he can be found playing basketball, golf, or watching all Philadelphia sports. In his free time John also enjoys reading and playing the drums.