John Shetterly Email & Phone Number
Managing Director - Head of Client Onboarding @ O'Shaughnessy Asset Management, LLC (OSAM)
5 free lookup(s).
No credit card required.
John Shetterly Location
- Baltimore, MD, US
John Shetterly Work
- 2025 -now Managing Director - Head of Client Onboarding @
- 2024 -2025 Head of Product and Sales @ Osaic
- 2022 -2024 Head of Product at Lincoln Financial Network (IBD Division of Lincoln Financial Group) @ Osaic
- 2019 -2022 Head of Managed Accounts @
- 2015 -2019 Head of Advice Solutions @
- 2010 -2015 Director, Investment Advisory @
- 2005 -2010 SVP, Director of Investments, Wealth Services @
- 1996 -2005 Director, FA Managed and Directed Fee Programs @ Legg Mason (Acquired by Morgan Stanley via Smith Barney transaction)
- 1994 -1996 Portfolio Accountant @
- 1992 -1993 Assistant Media Planner @ WB Doner
John Shetterly Education
- Loyola University Maryland 1999-2001
- Towson University 1988-1992
John Shetterly Skills
- Operations Management
- Investment Advisory Services
- Wealth Management Services
- Leadership
- Separately Managed Accounts
- Product Management
- Series 65
- Series 24
- FINRA
- Change Management
- Investments
- Financial Analysis
- Portfolio Management
- Series 7
- Program Management
- Asset Management
- Mutual Funds
- Financial Services
- Investment Advisory
- Wealth Management
- Asset Allocation
- Securities
- Strategic Financial Planning
- Equities
- Trading
- Financial Planning
- Alternative Investments
- Sales
- Strategic Planning
- Microsoft Office
- Marketing
- Customer Service
- Business Strategy
- Management
- Microsoft Excel
- Business Analysis
- Project Management
- Research
John Shetterly Summary
- John Shetterly, based in Baltimore, MD, US, is currently a Managing Director - Head of Client Onboarding at O'Shaughnessy Asset Management. John Shetterly brings experience from previous roles at Osaic and T. Rowe Price. John Shetterly holds a 1999 - 2001 Loyola University Maryland. With a robust skill set that includes Operations Management, Investment Advisory Services, Wealth Management Services, Leadership, Separately Managed Accounts and more. John Shetterly has 4 emails and 3 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different John Shetterly?
Find contact details for 700 million professionals.
Others Named John Shetterly
John Shetterly
Managing Director - Head of Client Onboarding
Baltimore, MD, US
John Shetterly
Warehouse Supervisor
St. Peters, MO, US
Top O'Shaughnessy Asset Management, LLC (OSAM) Employees
John Shetterly
Managing Director - Head of Client Onboarding
Baltimore, MD, US
Jamie Zelem
Associate Director, Senior Product Manager
Stamford, CT, US
Joe Giroux
Managing Director, Portfolio Manager
East Greenwich, RI, US
Patty Miner
VP, Marketing Systems Specialist
Stamford, CT, US
Patrick McStay
Managing Director, Private Wealth Solutions
Madison, CT, US
Mark Hebeka
Managing Director, Senior Product Specialist
New York, NY, US
Paul Ackerley
Managing Director - Trader
Mount Kisco, NY, US
Christian Boinske
Associate Director, Client Portfolio Manager
Philadelphia, PA, US
Ron Schuler
Managing Director
Stamford, CT, US
Thomas Galica
Vice President and Senior Software Developer
Southampton, MA, US
Amy Bergman
Managing Director, Director of Finance
New York, NY, US
Daniel Nitiutomo
Portfolio Manager - Managing Director
New York, NY, US
Thomas Farrell
Vice President
New York, NY, US
Laura Foster
Managing Director
Seattle, WA, US
Kelly Edwards
Vice President, Finance and Accounting
New York, NY, US
Kosi Ndukwe
Vice President, Product Marketing
New York, NY, US
Abbey Duncan
Vice President, Relationship Management Associate
New York, NY, US
Sara Borden
Managing Director, Program Manager
New York, NY, US
Anna Hudes
Head of Marketing Operations
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co