John Lally
Wealth Management Services at Workplace Financial Advisors
Based in Philadelphia, United States
7-day free trial · no credit card
Seniority
Manager
Department
Finance & Accounting
Location
Philadelphia
Industry
Financial Services
Company size
16
Contact information
Reveal John's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
j•••••••@workplacefa.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About John Lally
As a Type 1 Diabetic, I’ve learned that every challenge comes with an opportunity to grow and help others alongside you. This perspective has shaped my journey, from managing the complexities of life with diabetes to becoming a camp counselor for children navigating the same path. During my time as a College Financial Representative at Northwestern Mutual, I developed comprehensive financial plans by collaborating with local and national experts and leveraging exclusive resources from a Fortune 500 company. My role involved building and managing a diverse client portfolio through proactive networking and client consultations, ensuring each plan was data-driven and tailored to individual needs. I also honed my analytical skills using tools like Bloomberg, Python, R, and SPSS to interpret market trends and optimize client solutions. In addition to rigorous training in communications, client relations, and business practices, I earned my NYS Insurance Agent license (Life, Accident, and Health), which underscores my commitment to regulatory excellence and quality service. Each summer, I get the privilege of working with incredible kids at diabetes camp, helping them build confidence, learn life skills, and discover they’re capable of far more than they realize. Whether it’s teaching them how to master carb counting or cheering them on during a ropes course, I’ve learned the power of mentorship, empathy, and perseverance which guides me in every part of my life. Now, as a recent college graduate, I’m ready to channel that same drive and determination into my professional career. I’m motivated to join a team where I can contribute meaningfully, grow continuously, and bring my unique combination of resilience and compassion to make a real difference. Let’s connect, I’d love to share my story and hear yours.
Decision-makers
Other people at Workplace Financial Advisors
- DCStaff
Daron Chen
Client Service Specialist · Customer/Client Service
- TJManager
Thomas J. Scorcia
Senior Financial Advisor · Finance & Accounting
- SSManager
Stephen Schmitt
Senior Financial Advisor · Finance & Accounting
- CAStaff
Cole Andrewlevich
Financial Advisor · Finance & Accounting
- EGStaff
Egan Gutenberger
Client Service Specialist · Customer/Client Service
Build a list of verified contacts at Workplace Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like John
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime