Bozeman, Montana (PRWEB) February 26, 2016
John Trettin has served in the financial services industry for 26 years while primarily concentrating the last 16 years in mutual fund and annuity consulting. Throughout this time John has learned the cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. His prior experience includes time as a financial advisor specializing in asset management, as well as working with financial advisors and Registered Investment Advisors distributing both mutual funds and annuities. He has helped advisors identify and develop strategic opportunities to increase market penetration, enhance solution-based business methods, and build consultative relationships that attract and retain clients.
Over the course of his career, John has captured sales and increased assets in the industry earning him repeated Top Producer recognition with his history of dominating and exceeding sales goals. He has worked for such companies as Planco, Genworth, and Calamos Investments covering the independent and RIA channels. John held titles ranging from Regional Marketing Director to Vice President. He holds FINRA Series 7, 63, 65 and Life, Health & Disability Insurance (Pennsylvania).
John learned from an early age that personal and family finance could be hard to maneuver. His mother raised him and his sisters after his father was killed in the line of duty working for the Philadelphia Police Department in 1975. John and his children continue to pay tribute to his father's memory be being active in community fundraising benefitting other struggling families within the Fraternal Order of Police. In addition, John enjoys golf, hiking, and strength training when time permits. He graduated from Philadelphia University, Bachelor of Science – Finance, in 1998.
“We are so proud to add John Trettin to our team. He brings superior relationship, cultivation and networking skills to those he serves,” said Matt Sawyer, Vice President of Sales at WealthVest. “John has a keen eye for analyzing business conditions, market and industry trends and can identify the opportunities that create growth”.
WealthVest is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.
WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.
The company possesses four sales teams: two field wholesaling teams dedicated to banks and broker-dealers, a field team dedicated to independent agents, and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on their team, and over $1 billion in sales to date.