Lunch-n-Learn with John Morabito
John Morabito runs a national wealth management practice. Many of his clients are successful entrepreneurs who identify with John’s early career path.
Taking a business with zero revenue out of bankruptcy he led the sales and marketing strategy delivering rapid growth of the company to over $160M annual revenue.
The company IPO’d and used its stock as currency to complete a series of acquisitions.
Once the company was sold to private equity he searched for a wealth manager – finding a problematic industry he took on the task himself.
As a business development tactic, he gave away strategic advice to early-stage companies helping to create a high-profile sports brand – now owned by Wilson, a technology company that enabled online ordering for fast food and QSR – and a national cloud hosting rollup. Among others.
Growing his own business by growing other people’s businesses and tending to their core interests, above his own, has built significant long-standing relationships which drive referrals and growth.
He is a lifelong committed learner and has degrees and certificates from James Madison University – Cornell – UCLA and has attended Mercer and American as well as the College for Financial Planning.
He holds a series of licenses and the Chartered Private Wealth Advisor – Chartered Retirement Plan Specialist – Certified Plan Fiduciary Advisor designations.
He serves on the board of the largest Head Start provider in Georgia and is helping to build three sober living facilities for homeless addicted veterans in Memphis – Atlanta and Stafford VA.
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