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 @ Steward Partners Global Advisory
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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 @ Morgan Stanley
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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

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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.

Bill McShane Emails

Found 1 emails

@comcast.net

Bill McShane Phone Numbers

Found 2 phone numbers

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