John Shartrand Email & Phone Number
Chief Investment Officer @ Broadview Wealth Management
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John Shartrand Location
- Latham, NY, US
John Shartrand Work
- 2001 - now Chief Investment Officer @
- 1995 - now Chief Investment Officer @
- 1995 - 2023 Chief Investment Officer @
- 1988 - 1995 Financial Advisor @
- 1983 - 1988 Intern and Agent @ Prudential Bache Securties and Prudential Insurance
John Shartrand Education
- Canisius College
Bachelors of Science (Finance)
1981 - 1985
John Shartrand Skills
- Financial Services
- Services
John Shartrand Summary
- John Shartrand, based in Latham, NY, US, is currently a Chief Investment Officer at Broadview Wealth Management. John Shartrand brings experience from previous roles at Broadview Wealth Management, CAP COM Financial Services, LLC, Griffin Financial Group and Prudential Bache Securties and Prudential Insurance. John Shartrand holds a 1981 - 1985 Bachelors of Science in Finance @ Canisius College. With a robust skill set that includes Financial Services, Services and more. John Shartrand has 1 mobile phone numbers on RocketReach.
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Top Broadview Wealth Management Employees
James Faranda
VP and Sr. Wealth Advisor
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