John Shupe Email & Phone Number
Vice President Strategic Partnerships @ GuidedChoice
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John Shupe Location
- Boston, MA, US
John Shupe Work
- Vice President Strategic Partnerships @ (October 2019 - Present)
- Investment Director @ (June 2016 - June 2018)
- Senior Investment Consultant @ (January 2014 - June 2016)
- Head of Investment Services for Mercer Outsourcing @ (June 2010 - September 2013)
- Vice President, Head of Investment Product Group @ (April 2006 - July 2010)
- Vice President @ (June 2000 - April 2006)
- Participant Counselor @ (January 1990 - January 1998)
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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