John is a partner and principal of Navaid Financial Services, Inc., (member NASD, SIPC, MSRB), where he is the President and CFO responsible for the general oversight of the business and operation of the firm's accounts. In addition, John is a licensed financial operations principal (FINOP). As the FINOP, John is responsible for the accounting and reporting requirements of the NASD (now FINRA) and SEC. John has served as a trading desk supervisor with deep experience in all aspects of executing and properly settling transactions on behalf of customers and the firm.
Throughout his career, John has maintained a track record of excellence. His expertise in operations, marketing, financial accounting, trade execution and customer service is invaluable to the firm. John's customers have remained with him throughout his career and continue to rely on his advice for their financial matters. He is well respected by his peers and carries a tremendous reputation throughout the industry.
John holds a BS degree in finance from Drexel University in Philadelphia, PA. John was recently inducted into the Drexel University Athletic Hall of Fame. He began his professional career working at Morgan Stanley (formerly known as Dean Witter Reynolds) in 1993. John holds the General Securities Principal's license (series 24), in addition to the series 7, 63, 65, and 27.
John and his wife Taylor reside in Haddonfield, NJ and they have three children.