John has 30 years of financial services experience in the US. He was formerly Chief Operating Officer and Executive VP of Edelman Financial Engines, where he led the successful integration of the high-tech financial advice business model of Financial Engines with the high-touch adviser network of Edelman Financial Services. John was CEO of The Mutual Fund Store prior to its acquisition by Edelman Financial Engines. John was previously President Client Services, for TD Ameritrade responsible for overseeing the retail client experience, including the branch network, investor services, guidance solutions teams and investor education businesses. John was also Executive VP at TD Waterhouse, responsible for the Adviser network and Divisional Senior VP at Charles Schwab & Co. where he was responsible for over 100 of their Private Client branches.