Benjamin Shively Email & Phone Number
Partner, Portfolio Manager @ AMI Investment Management
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Benjamin Shively Location
- Fort Wayne, IN, US
Benjamin Shively Work
- 2021 -now Partner, Portfolio Manager @
- 2003 -2021 Vice President- Senior Investment Officer @
- 1999 -2003 Financial Advisor @
Benjamin Shively Education
- University of Notre Dame - Mendoza College of Business
MBA
2009-2011 - Western Michigan University - Haworth College of Business
Bachelors Degree (Finance)
1995-1999
Benjamin Shively Skills
- Investments
- Finance
- Strategic Planning
- Strategic Financial Planning
- Financial Analysis
- Certified Financial Planner
- Portfolio Management
- Retirement Planning
- Wealth Management
- Wealth Management Services
- Investment Advisory
- Investment Management
- Credit Analysis
- Sales Management
- Strategy
- Lake
- Certified Investment Management Analyst
- Advisory
- CIMA
- Financial Modeling
Benjamin Shively Summary
- Benjamin Shively, based in Fort Wayne, IN, US, is currently a Partner, Portfolio Manager at AMI Investment Management. Benjamin Shively brings experience from previous roles at Wealth Advisory Group of Lake City Bank and Merrill Lynch. Benjamin Shively holds a 2009 - 2011 MBA @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Investments, Finance, Strategic Planning, Strategic Financial Planning, Financial Analysis and more. Benjamin Shively has 1 emails and 4 mobile phone numbers on RocketReach.
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