I am the Chief Product Manager and Operations Warrior of FiscalInvestor.com. I am obsessed with bringing Financial Literacy to all through the Fiscal Investor website. Becoming a Fiscal Investor for all is my mission. Fiscal Investor has the goal of helping individuals and corporations on being disciplined and educated in financial literacy. This involved basic financial management, investing, and protecting their wealth.
I have extensive experience and proven leadership in financial markets, creating great financial tools, and passion for teaching others about finance. With a track record of over 30 years, I have excelled inspiring the passion of investing into others! I love the markets and can’t wait for Monday every week. One of my key strengths lies in enhancing productivity and efficiency by streamlining financial processes, managing risks, and identifying lucrative investment opportunities.
I hold a Master’s degree in Financial Markets and Trading. I have strong IT knowledge from managing and working with some of the top IT professionals. I hold Scrum certifications (SMC and SFC) and possess a comprehensive understanding of Agile and Waterfall methodologies which helps with the investment process. Over the past 20 years, I was a key player in Zacks.com, collaborating with both domestic and international teams to deliver highly efficient and innovative products and services. This has helped create investing success in millions. Zacks was a leader in fundamental research and quantitative analysis.
Before Zacks, I was associated with Prophet.net. It was eventually bought by Investools, then ThinkorSwim and now part of TD Ameritrade. Prophet was the leader in Technical Analysis with one of the top experts in the field. The knowledge of technical analysis from the leadership was profound.
In the 90’s, I was a stockbroker with multiple firms. I started the journey with several penny stock firms before landing at a reputable company. I learned the value of smart investing and looking for value. For the most part, I quickly learned if it was too good to be true, it probably was. I am a firm believer in investing in quality stocks with a future. You should look for strong companies with a great balance sheet and excellent prospects for growth in the future.
My expertise in investing extends to quantitative, fundamental, and technical analysis. I have been fortunate to have been associated with two prominent companies that were dominant players in their respective fields. Zacks Investment Research is renowned for its expertise in quantitative and fundamental research, while Prophet.net (now part of TD Ameritrade) excelled in Technical Analysis. Furthermore, my early career as a stockbroker greatly contributed to the early development and introduction of ZacksTrade.
In addition to my product management expertise, I have also held responsibilities for Operations at Zacks.com over the past 17 years and in Business Development previously. I was able to work with the top corporate names in the financial sector and offer products that help individuals and corporations invest in the financial markets.
Given my diverse skill set and wealth of expertise, I am often recognized as the MacGyver of investment solutions and financial development, consistently finding optimal solutions. Throughout my career, I have demonstrated an unwavering commitment to helping businesses and investors unlock their full potential. I look forward to you joining the community of financial literacy at FiscalInvestor.com.
Contact Jon Knotts at jon@knotts.net.