John Heinlein Email & Phone Number
Lead Portfolio Manager @ Focus Partners Wealth
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John Heinlein Location
- Cockeysville, MD, US
John Heinlein Work
- 2026 -now Lead Portfolio Manager @
- 2024 -now Manging Director, Senior Portfolio Manager @
- 2021 -2025 Managing Director, Senior Portfolio Manager @
- 2014 -2025 CEO and Senior Portfolio Manager @
- 1995 -2013 Partner and Portfolio Manger @
John Heinlein Education
- University of Baltimore
Bachelor of Science (Business Administration)
1989-1991 - Community College of Baltimore County
Associates of Arts (Business Administration)
1988-1989
John Heinlein Skills
- Investments
- Wealth Management
- Equities
- Asset Managment
- Asset Allocation
- Portfolio Management
- 401k
- Strategic Financial Planning
- Financial Advisory
- Asset Management
- Investment Advisory
- Retirement
- Sales
- Risk Management
- Management
- Business Analysis
- Change Management
- Strategic Planning
John Heinlein Summary
- John Heinlein, based in Cockeysville, MD, US, is currently a Lead Portfolio Manager at Focus Partners Wealth. John Heinlein brings experience from previous roles at Focus Partners Wealth, Connectus Wealth Advisers and Hunt Valley Wealth. John Heinlein holds a 1989 - 1991 Bachelor of Science in Business Administration @ University of Baltimore. With a robust skill set that includes Investments, Wealth Management, Equities, Asset Managment, Asset Allocation and more. John Heinlein has 1 emails and 2 mobile phone numbers on RocketReach.
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