Alan Shapiro Email & Phone Number
Managing Director-Investments @ Wells Fargo Advisors
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Alan Shapiro Location
- California, United States
Alan Shapiro Work
- 2015 -now Managing Director-Investments @
- 2008 -2015 First Vice President, Financial Advisor, Senior Portfolio Manager @ Morgan Stanley
- 2001 -2008 Second Vice President- Financial Advisor @ Morgan Stanley Wealth Management
Alan Shapiro Education
- Boston University
CFP® (Financial Planning)
2005-2006 - University of California, San Diego
B.A. (Economics)
1999-2003
Alan Shapiro Skills
- Investments
- Retirement Planning
- Financial Advisory
- Finance
- Insurance
- Financial Analysis
- Leadership
- Portfolio Management
- Microsoft Office
- Financial Reporting
- Business Analysis
- Asset Management
- Wealth Management
Alan Shapiro Summary
- Alan Shapiro, based in California, United States, is currently a Managing Director-Investments at Wells Fargo Advisors. Alan Shapiro brings experience from previous roles at Morgan Stanley and Morgan Stanley Wealth Management. Alan Shapiro holds a 2005 - 2006 CFP® in Financial Planning @ Boston University. With a robust skill set that includes Investments, Retirement Planning, Financial Advisory, Finance, Insurance and more. Alan Shapiro has 2 emails on RocketReach.
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