John Heslin Email & Phone Number
Portfolio Strategist @ Focus Partners Wealth
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John Heslin Location
- Albany, NY, US
John Heslin Work
- Portfolio Strategist @ (January 2025 - Present)
- Investment and Planning Analyst @ (April 2019 - April 2025)
- Research Analyst @ Bullard, McLeod & Associates (October 2016 - March 2019)
- Operations Manager @ Tradition Capital Management (September 2015 - October 2016)
- Equity Research Analyst @ Tradition Capital Management (January 2008 - October 2016)
- Junior Portfolio Manager @ Tradition Capital Management (January 2011 - December 2014)
- Portfolio Assistant @ Tradition Capital Management (August 2005 - December 2007)
- Municipal Bond Broker @ (June 2004 - March 2005)
John Heslin Education
- Siena University
Bachelor of Science (BS) (Finance)
2000-2004
John Heslin Skills
- Equity Research
- Research
- Operations Management
- Bloomberg
- Portfolio Management
- Microsoft Excel
- Financial Analysis
- Financial Planning
- Financial Services
- Microsoft Office
- Project Management
- PowerPoint
- Risk Management
- Real Estate
John Heslin Summary
- John Heslin, based in Albany, NY, US, is currently a Portfolio Strategist at Focus Partners Wealth. John Heslin brings experience from previous roles at Atlas Private Wealth Management, LLC, Bullard, McLeod & Associates and Tradition Capital Management. John Heslin holds a 2000 - 2004 Bachelor of Science (BS) in Finance @ Siena University. With a robust skill set that includes Equity Research, Research, Operations Management, Bloomberg, Portfolio Management and more. John Heslin has 2 emails and 2 mobile phone numbers on RocketReach.
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