John Burhoe

Experience

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  Washington Mutual/Home Savings, Bank of America, Prudential Securities

  Jan 1986 - Jan 1999

  Financial Advisor

  Decorated FA with both wirehouse and FI experience.

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  Western & Southern Financial Group

  Jan 1999 - Jan 2000

  Regional Sales Manager

  Managed all sales activity in the western US.

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  AIG

  Jan 2000 - Jan 2013

  Vice President - Senior Strategic Account Manager

  Managed multiple major national financial institution and broker/dealer relationships generating $1.5-2+ billion in annual investment sales for American General, AIG, and Western National.

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  Dedicated Distribution Partners, LLC

  Jan 2013 - Jan 2015

  CEO, National Sales Manager

  Founded Dedicated Distribution Partners, a financial services marketing firm dedicated to the distribution of best in class annuity solutions to financial institutions and independent financial advisers. The firm is now the number one distributor of Reliance Standard annuities.

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  Great American Insurance Group

  Jan 2015 - Jan 2017

  Vice President, National Sales Manager

  Achievements: *Achieved #1 bank index annuity sales ranking.*Established numerous company sales records for premium, ROE, and activity.*Increased average monthly sales by 52%.Duties: Supervised all functions related to financial institution sales and account management.Management: 25 direct reports, with eight indirect distributors with 60 field sales managers.

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  Banc of California

  Jan 2018 - Jan 2019

  Vice President - Retail Bank Program Manager

  Investment program manager for a regional bank in California. Charged with wealth management for all areas of the bank, including Retail, Treasury, Commercial, and the Private Bank.

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  SIMON Markets LLC

  Jan 2020 - Jan 2022

  Head of National Sales, Broker Dealer Channel

  SIMON Markets was purchased by iCapital in 2022.

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  ICapital

  Jan 2022 - Jan 2024

  Managing Director, Annuities