John Shupe Email & Phone Number
Vice President Strategic Partnerships @ GuidedChoice
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John Shupe Location
- Boston, MA, US
John Shupe Work
- 2019 - now Vice President Strategic Partnerships @
- 2016 - 2018 Investment Director @
- 2014 - 2016 Senior Investment Consultant @
- 2010 - 2013 Head of Investment Services for Mercer Outsourcing @
- 2006 - 2010 Vice President, Head of Investment Product Group @
- 2000 - 2006 Vice President @
- 1990 - 1998 Participant Counselor @
John Shupe Education
- SUNY Potsdam
Bachelor Of Arts (Labor Relations)
John Shupe Skills
- Product Road Mapping
- Consultative Selling
- Presentations
- C-Level
- Sales Processes
- Sales Presentations
- Partner Relationship Management
- Problem Solving
- Critical Thinking
- Leadership
- Sales
- Financial Operations
- Institutional Accounts
- Retirement Planning
- Strategic Partnerships
- Analytical Skills
- Business Development
- Presentation Skills
- Investments
- Mutual Funds
- 401k
- Retirement
- Asset Allocation
- Defined Benefit
- Financial Services
- Alternative Investments
- Investment Strategies
- Asset Management
- Investment Management
- Management
- Business Planning
- Pensions
- Employee Benefits
- Fixed Income
- Process Improvement
- ERISA
- Business Strategy
- CRM
- FINRA Series 24
- FINRA
- Wealth Management
- 401(k) Retirement Savings Plans
- Customer Relationship Management (CRM)
- Relationship Management
- Portfolio Management
- Series 7
- Series 63
- Series 6
- Outsourcing
- Equities
- Investment Advisory
- Customer Relationship Management Crm
- 401K Retirement Savings Plans
- Trading
- 401 Retirement Savings Plans
- Customer Relationship Management
John Shupe Summary
- John Shupe, based in Boston, MA, US, is currently a Vice President Strategic Partnerships at Guidedchoice. John Shupe brings experience from previous roles at Mercer and DWS Investments. John Shupe holds a Bachelor Of Arts in Labor Relations @ SUNY Potsdam. With a robust skill set that includes Product Road Mapping, Consultative Selling, Presentations, C-Level, Sales Processes and more. John Shupe has 2 emails and 1 mobile phone numbers on RocketReach.
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