About Judson
As Vice President of Investment Operations, Judson leads the teams directly responsible for processing all investment-related business submitted through Valmark. This includes the handling of paperwork and electronic submissions, principal review and vendor services. In addition, he oversees the trading team, manages relations with Valmark’s custodial platforms, and participates on Valmark’s product committee.
Previous Experience
- Broad range of exposure to wirehouse, banking and independent financial planning practices with both client-facing and back-office experience
- Previous areas of focus:
- Management of the annuity and retirement plan product lines including carrier relationship management, case analysis and design, product research and recommendations, advanced sales concepts and Member Office education and support
- Financial planning, including comprehensive analysis in the areas of retirement planning, investments, personal risk management, as well as education, estate and business succession planning
- Sales through qualifying, acquiring and cultivating new relationships for deposits, investments and lending instruments
- Practice management and concierge client service
Speaking Engagements And Industry Quotations
- Privileged to present on topics such as Money Management, Financial Planning, and Annuities at Valmark Member Summit and Member Staff Summit conferences, as well as higher education institutions, including Ursuline College and The Ohio State University
- Industry Quotations: Barron’s, Bloomberg, CNBC, Financial Advisor Magazine, Investment News
Education, Designations & Professional Affiliations
- BSBA, Finance, The Ohio State University
- Series 6, 7, 24, 53 and 66 registrations
- Ohio Life, Health and Variable licenses
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Retirement Planning Counselor℠ (CRPC®)