President, COO @ Financial West Group (August 2015 - August 2017)
Managing Supervisor, Fixed Income @ (September 2014 - July 2015)
Chief Operating Officer @ Financial West Group (September 2013 - April 2014)
President @ Financial West Group (October 2012 - October 2013)
Sr. Vice President @ Financial West Group (August 2008 - October 2012)
Ellen Shearin Education
Monroe High School
Ellen Shearin Skills
FINRA
Private Placements
Securities
Series 7
Investment Advisory
Series 24
Insurance
Financial Services
Retirement Planning
Asset Allocation
Investments
Mutual Funds
Asset Management
Equities
Portfolio Management
Financial Planning
Alternative Investments
Series 63
Financial Advisory
Finance
Leadership
Microsoft Word
Derivatives
Training
Sales
Wealth Management
Investment Strategies
Ellen Shearin Summary
Ellen Shearin, based in Los Angeles, CA, US, is currently a Director, Service and Operations at Mutual Group. Ellen Shearin brings experience from previous roles at Western International Securities, Financial West Group and Ladenburg Thalmann. Ellen Shearin holds a Monroe High School. With a robust skill set that includes FINRA, Private Placements, Securities, Series 7, Investment Advisory and more. Ellen Shearin has 2 emails and 3 mobile phone numbers on RocketReach.
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