Shawn Johnson
Vice President, Business Development at Treloar & Heisel
- Role
- Vice President, Business Development at Treloar & Heisel
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Shawn Johnson
Two decades of addressing the specialized financial services needs of dentists and physicians allows me to coach advisors throughout the nation for our firm. I also enjoy helping my personal client group reach their goals by guiding them on a wide range of insurance, investment, and financial planning issues. About Treloar & HeiselTreloar & Heisel is a financial services provider to dental and medical professionals across the country. We assist thousands of clients from residency to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong national network focused on delivering the highest level of service.Investment Advisory Services offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor, doing business as Treloar & Heisel Wealth Management. Insurance products offered separately through Treloar & Heisel Risk Management and Treloar & Heisel. Third party posts found on this page do not reflect the views of Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management reserves the right to remove third party comments that are negative or inappropriate for a public forum. Remaining comments may not reflect the experience of all clients and are not indicative of future experiences.
Experience
Vice President, Business Development
Jan 2018 — Present
Education
The American College of Financial Services
Chartered Life Underwriter and Chartered Financial Consultant
2010
National Underwriter Company
Certified in Long Term Care
2008
Indiana University of Pennsylvania
Bachelor’s Degree
1996
Skills
- Sales
- Negotiation
- Marketing Strategy
- Management
- Team Building
- Hospitals
- Public Speaking
- Investments
- Retirement Planning
- Leadership Development
- Leadership
- Marketing
- Insurance
- Contract Negotiation
- Financial Planning
- Nonprofits
- Strategic Planning
- Dentistry
- Customer Service
- Healthcare
- Coaching
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.