Helene Shafiyan Email & Phone Number
Financial Advisor @ McDonald Partners
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Helene Shafiyan Location
- Cleveland, OH, US
Helene Shafiyan Work
- Financial Advisor @ (December 2012 - Present)
- Senior Registered Client Associate @ (January 2012 - December 2012)
- Second Vice President and Financial Advisor @ (August 1986 - October 2009)
- Sales Assistant @ (January 1983 - January 1986)
Helene Shafiyan Education
- Rutgers University
BA (Psychology)
1978-1982
Helene Shafiyan Skills
- Series 7
- Retirement Planning
- Asset Allocation
- Alternative Investments
- Investments
- Customer Service
- Wealth Management
- Estate Planning
- Investment Strategies
- Series 63
- Strategic Financial Planning
- Finance
- Financial Services
- Portfolio Management
- Mutual Funds
- Financial Planning
- Public Speaking
- Sales
- Business Development
- Healthcare
- Microsoft Office
- Project Management
Helene Shafiyan Summary
- Helene Shafiyan, based in Cleveland, OH, US, is currently a Financial Advisor at McDonald Partners LLC. Helene Shafiyan brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley Smith Barney and Donaldson, Lufkin & Jenrette. Helene Shafiyan holds a 1978 - 1982 BA in Psychology @ Rutgers University. With a robust skill set that includes Series 7, Retirement Planning, Asset Allocation, Alternative Investments, Investments and more. Helene Shafiyan has 3 emails and 3 mobile phone numbers on RocketReach.
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