John Schatz Email & Phone Number
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John Schatz Location
- Columbus, OH, US
John Schatz Work
- 2000 -now Financial Planner @ Osaic FA
- 2007 -now Senior Investment Consultant for the Investment Strategy Group* @ Osaic FA Network
- 2000 -2023 Planning Department and Product Teams @
John Schatz Education
- The Ohio State University
BS (Family Resource Management)
1994-2000 - Northwestern High School
John Schatz Skills
- Consulting
- Financial Analysis
- Investment Strategies
- Portfolio Management
- Asset Allocation
- Retirement Planning
- Wealth Management
- Mutual Funds
- 401k
- Estate Planning
- Securities
- Investments
- Series 7
- Financial Planning
- Asset Management
- Insurance
- Financial Services
- Investment Advisory
- Alternative Investments
- Series 63
- Retirement
- Sales
- Microsoft Office
- Microsoft Excel
- Project Planning
- Budgets
- Analysis
John Schatz Summary
- John Schatz, based in Columbus, OH, US, is currently a Financial Planner at Osaic FA. John Schatz brings experience from previous roles at Osaic FA Network and Lincoln Financial Network. John Schatz holds a 1994 - 2000 BS in Family Resource Management @ The Ohio State University. With a robust skill set that includes Consulting, Financial Analysis, Investment Strategies, Portfolio Management, Asset Allocation and more. John Schatz has 3 emails and 2 mobile phone numbers on RocketReach.
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