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
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