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Shawn Berthelot
Director, Financial Planning Consultants @Avantax Planning Partners
Cleveland, OH, US
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WORK HISTORY
May 2024 — Present
Director, Financial Planning Consultants @Avantax Planning Partners
Cleveland, OH, US
Avantax, Inc. was acquired by Cetera Financial Holdings in November 2023
EDUCATION
1999 — 2002
Wake Forest University
Business, Business Administration and Management, General
2020 — 2022
Ohio University
Master of Business Administration - MBA
ABOUT SHAWN BERTHELOT
I am a Financial Services Leader who has leveraged over 20 years of industry experience…
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