John Ashcroft Email & Phone Number
President @ Shepherd Wealth Management
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John Ashcroft Location
- Lititz, PA, US
John Ashcroft Work
- President @ (January 2023 - Present)
- Vice President, Wealth Advisor @ (August 2018 - December 2022)
- Director of Business Development @ (November 2012 - August 2018)
- Investment Consultant @ (May 2008 - November 2012)
John Ashcroft Education
- University of Pittsburgh
Bachelor's degree
2000-2004 - Duquesne University
Executive Certificate in Financial Planning
John Ashcroft Skills
- Sales
- Project Management
- Management
- Financial Analysis
- Strategy
- Portfolio Management
- Business Development
- Investments
- CRM
- Series 7
- Sales Management
- Product Marketing
- Wealth Management
- Investment Advisory
- Series 66
John Ashcroft Summary
- John Ashcroft, based in Lititz, PA, US, is currently a President at Shepherd Wealth Management. John Ashcroft brings experience from previous roles at Girard, a Univest Wealth Division, Burney Company and TD Ameritrade. John Ashcroft holds a 2000 - 2004 Bachelor's degree @ University of Pittsburgh. With a robust skill set that includes Sales, Project Management, Management, Financial Analysis, Strategy and more. John Ashcroft has 1 emails and 1 mobile phone numbers on RocketReach.
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