Cameron Shank Email & Phone Number
Partner @ Lumifi Wealth Strategies
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Cameron Shank Location
- Newport Beach, CA, US
Cameron Shank Work
- 2017 -now Partner @
- 2015 -2017 Financial Advisor, The Advanced Financial Strategies Team @
- 2012 -2015 Financial Advisor @
- 2009 -2012 Resident Assistant @
- 2011 -2012 Research Analyst @ Ohio University Student Equity Management Group
- 2011 -2011 Business Support @
- 2010 -2011 Intern @
Cameron Shank Education
- Ohio University
Bachelor of Business Administration (Finance, Accounting)
2008-2012 - Bellbrook High School 2005-2008
Cameron Shank Skills
- Financial Analysis
- Strategic Financial Planning
- Holistic Financial Planning
- Financial Modeling
- Investments
- Personal Finance
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Analysis
- Finance
- Management
- Portfolio Management
- Sales
- Customer Service
- Public Speaking
- Risk Management
- Financial Planning
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Business Analysis
- Strategic Financial
- Data Analysis
- Holistic Financial
Cameron Shank Summary
- Cameron Shank, based in Newport Beach, CA, US, is currently a Partner at Lumifi Wealth Strategies. Cameron Shank brings experience from previous roles at Pacific Advisors, Northwestern Mutual, Ohio University and Ohio University Student Equity Management Group. Cameron Shank holds a 2008 - 2012 Bachelor of Business Administration in Finance, Accounting @ Ohio University. With a robust skill set that includes Financial Analysis, Strategic Financial Planning, Holistic Financial Planning, Financial Modeling, Investments and more. Cameron Shank has 2 emails and 2 mobile phone numbers on RocketReach.
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