Bill McShane Email & Phone Number
Partner, Senior Vice President, Wealth Manager @ Steward Partners Global Advisory
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Bill McShane Location
- Portland, OR, US
Bill McShane Work
- 2021 -now Partner, Senior Vice President, Wealth Manager @
- 2014 -2021 Senior Vice President-Investments at Umpqua Investments, Inc. @ Umpqua Investments, Inc.
- 2008 -2021 Vice President-Investments @ Umpqua Investments, Inc.
- 1983 -2008 Vice President-Investments @
Bill McShane Education
- Oregon State University
BS (Business Administration)
1977-1982
Bill McShane Skills
- Wealth Management
- Financial Planning
- Strategic Financial Planning
- Retirement
- Portfolio Management
- Series 7
- Risk Management
- Strategic Planning
- Financial Analysis
- Mutual Funds
- Financial Modeling
- Asset Allocation
- Life Insurance
- Fixed Annuities
- Banking
- Investment Advisory
- Wealth Management Services
- Investments
- Retirement Planning
- Corporate Finance
- Strategic Financial
- Valuation
- Business Strategy
Bill McShane Summary
- Bill McShane, based in Portland, OR, US, is currently a Partner, Senior Vice President, Wealth Manager at Steward Partners Global Advisory. Bill McShane brings experience from previous roles at Umpqua Investments, Inc. and Morgan Stanley Smith Barney. Bill McShane holds a 1977 - 1982 BS in Business Administration @ Oregon State University. With a robust skill set that includes Wealth Management, Financial Planning, Strategic Financial Planning, Retirement, Portfolio Management and more. Bill McShane has 1 emails and 1 mobile phone numbers on RocketReach.
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