Strategic operations/financial executive with 15 years of corporate experience in financial services and insurance. Proven expertise in defining objectives and standards, then orchestrating the team to deliver consistent, quality outcomes exceeding service level requirements. Relentless focus on, and passion for, positive financial results and objectives and customer satisfaction. Proven performance managing, coordinating and facilitating multiple, simultaneous initiatives in a fast-paced, dynamic environment across multiple sites. Reputation for quality and depth of analysis, and high level of thought leadership. Demonstrated record in team buildi
John Shields
Senior Vice President, Nonqualified Consulting & Client Services
Newport
United States, Florida, Lake Mary
About Me
Profile Information
Senior Vice President, Nonqualified Consulting & Client Services
Newport
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Lake Mary
Florida
United States
Jun 26, 2025
More profiles to browse
ND
Nancy Dittmer
Senior Vice President
Eric Fisher
Assistant Vice President
JM
John Matelis
Chief Financial Analyst
Brad Kidd
Senior Investment Consultant
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PG
Patricia Gee
Operations
Manhattan Family Office
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University