John Cox
About John Cox
John Cox is a Relationship Manager with extensive experience in the brokerage clearing and RIA custody marketplace. He has held various leadership roles at Apex Fintech Solutions, Fidelity Investments, and Kestra Financial, and holds a Bachelor's degree in Psychology from The University of Texas at Austin.
Work at Apex Fintech Solutions
John Cox currently serves as a Relationship Manager at Apex Fintech Solutions, a position he has held since 2021. Prior to this role, he worked as a Project Manager at the same company from 2020 to 2022. His work in the Dallas-Fort Worth Metroplex focuses on client relationship management, leveraging his extensive background in the brokerage clearing and RIA custody marketplace.
Previous Experience at Kestra Financial
At Kestra Financial, John Cox held several positions, including Director of Transitions from 2011 to 2015 and Manager of Transitions from 2011 to 2014. He also worked as a Transition Consultant from 2006 to 2011. His roles involved overseeing client transitions and managing operational processes, contributing to his expertise in client management and operational solutions.
Experience at Fidelity Investments
John Cox worked at Fidelity Investments as Director of Client Management from 2015 to 2020. In this role, he was responsible for managing client relationships and ensuring client satisfaction. His experience at Fidelity further enhanced his skills in client-facing roles and operational management.
Education and Expertise
John Cox earned a Bachelor's degree in Psychology from The University of Texas at Austin. His educational background complements his professional experience, particularly in understanding client needs and behaviors. He possesses strong public speaking and presentation development skills, which are essential in his current role.
Skills in Risk Management and Economic Forecasting
John Cox has significant expertise in identifying and mitigating risks within the financial services sector. He is adept at ensuring that forecasted economic growth rates are achieved, demonstrating his analytical skills and operational expertise in managing client relationships and solutions.