Director of Operations and Client Service @ Lee Financial
5 free lookup(s).
Ben Shae Location
Texas, United States
Ben Shae Work
2017 -
now Director of Operations and Client Service @
2015 -
now Financial Planner @
2012 -
2015 Associate Financial Planner @
2009 -
2012 Capital Analyst @
2007 -
2008 Associate Planner @ Quest Capital Management
Ben Shae Education
Texas Tech University
Bachelor of Science (Personal Financial Planning)
Ben Shae Skills
Microsoft Word
Real Estate
Business Analysis
International Travel
Wealth Management Services
Customer Service
Strategic Planning
Business Operations
Financial Planning
Management
Leadership
Series 65
Sales
Keys
Wealth Management
Finance
Project Management
Marketing
Relationship Management
Personal Financial Planning
Business Strategy
Developers
Investment Advisory
Accounting
Project Planning
Analysis
Microsoft Excel
Ben Shae Summary
Ben Shae, based in Texas, United States, is currently a Director of Operations and Client Service at Lee Financial. Ben Shae brings experience from previous roles at Lee Financial and Quest Capital Management. Ben Shae holds a Bachelor of Science in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Microsoft Word, Real Estate, Business Analysis, International Travel, Wealth Management Services and more. Ben Shae has 2 emails and 2 mobile phone numbers on RocketReach.
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