John Shetterly Email & Phone Number
Managing Director - Head of Client Onboarding @ O'Shaughnessy Asset Management, LLC (OSAM)
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John Shetterly Location
- Baltimore, MD, US
John Shetterly Work
- Managing Director - Head of Client Onboarding @ (March 2025 - Present)
- Head of Product and Sales @ Osaic (May 2024 - March 2025)
- Head of Product at Lincoln Financial Network (IBD Division of Lincoln Financial Group) @ Osaic (May 2022 - May 2024)
- Head of Managed Accounts @ (November 2019 - May 2022)
- Head of Advice Solutions @ (August 2015 - October 2019)
- Director, Investment Advisory @ (December 2010 - August 2015)
- SVP, Director of Investments, Wealth Services @ (September 2005 - December 2010)
- Director, FA Managed and Directed Fee Programs @ Legg Mason (Acquired by Morgan Stanley via Smith Barney transaction) (November 1996 - September 2005)
- Portfolio Accountant @ (January 1994 - November 1996)
- Assistant Media Planner @ WB Doner (September 1992 - December 1993)
John Shetterly Education
- Loyola University Maryland
MBA (Business)
1999-2001 - Towson University
Bachelor of Science (BS) (Business Administration)
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 MBA in Business @ 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 3 emails and 3 mobile phone numbers on RocketReach.
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