John A Schattenfield is a qualified expert, that works in Sterling Partners Equity Advisors main office of which is in 226. as a Head of Distribution since 2019. This expert has earned professional experience in more than nine positions at various companies. John A Schattenfield went to the Oglethorpe University and got education from 1981 to 1985. John has such qualifications as Finra Series 7 and Finra Series 65. Rockville, Maryland is the area, where this professional was known to be living. Their email address and number are accessed through SoftwareOfficial on demand.
Name variants:
Johnn Schattenfield,
Jon Schattenfield,
Jack Schattenfield,
Jackie Schattenfield,
Jacky Schattenfield,
Johnny Schattenfield
Last updated Apr 29, 2024
Contact Information
Last Update
Jun 30, 2022
Email
js**@kc.rr.com
Location
Rockville, MD
Company
Sterling Partners Equity Advisors
Workplace
Head of Distribution
Work History
Head of Distribution
401 north Michigan Ave, Chicago, IL 60611
Responsible for distribution of Sterling Partners Equity Advisors investment product lineup to institutions, intermediaries, investment consultants, plans sponsors, RIA's and family offices.
from 2019
Founder and Principal
Boutique investment management consultancy focused on marketing and distribution strategies for asset management firms in the traditional and alternative investment space. Focus on multi-cha...
2017 — 2019
Vice President, Us Institutional Investments | Midwest and Western Us
Responsible for institutional business development, consultant relations & client service in the Midwest and western US for $28 billion, Toronto-based, global asset management firm. Work wit...
2016 — 2018
Director, Institutional Business Development
Institutional business development for $350 billion global asset manager responsible for corporate DC/DB & public plans and endowments & foundations in the Midwest with a full complement of ...
2013 — 2015
Senior Vice President and Institutional Business Development and Consultant Relations
2 International Pl, Boston, MA 02110
Responsible for institutional business development and consultant relationships at a $7 billion boutique value investment firm. National territory coverage responsibility for institutional p...
2010 — 2012
Senior Vice President and Institutional Sales and Consultant Relations
928 Grand Blvd, Kansas City, MO 64106
Responsible for institutional business development at a $20.3 billion investment management firm. Product set of international & domestic large, mid & small cap equities and core fixed incom...
2005 — 2010
Senior Vice President and Institutional Distribution
Minneapolis, MN
Responsible for institutional sales at a $125 billion investment management organization with a strong working knowledge of value & growth equity disciplines, fixed income, REIT s and cash m...
1996 — 2005
Director of Marketing and Portex
800 Nicollet Mall SUITE 1000, Minneapolis, MN 55402
Implemented marketing strategy which targeted institutional investors, consultants and family offices utilizing an equity systematic risk management model capturing and managing larger port...
1992 — 1996
Vice President
Managed sales territory for institutional brokerage firm with relationships with investment managers and plan sponsors. Sold a product line of domestic & international securities execution, ...
1989 — 1992
Education
1981 — 1985
1978 — 1981
Occupations
Executive
Founder
Professor
School Principal
Founding Member
Chief Executive
School Administrator
Educational Manager
Skills
Asset Management
Portfolio Management
Investments
Investment Management
Equities
Fixed Income
Securities
Mutual Funds
Alternative Investments
Financial Services
Asset Allocation
Hedge Funds
New Business Development
Risk Management
Institutional Investments
Investment Strategies
Strategy
Capital Markets
Series 7
Bloomberg
Client Services
Wealth Management
Asset Managment
Investment Advisory
Bonds
Equity Research
Series 63
Financial Markets
Valuation
Funding
Investor Relations
Separately Managed Accounts
Endowments
Pension Funds
Relationship Management
Institutional
Customer Relations
Institutional Investors
Client Service
Asset
Pensions
Portfolios
Investment Policy
Institutional Business Development
Customer Service
Fund of Funds
Institutional Sales
Financial Advisory
401K
Economics