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Mark Shane Location
La Mesa, CA, US
Mark Shane Work
2011 -now Vice President - Middle East @
2009 -2011 Vice President - Investments @
2007 -2009 Associate Vice President @
1997 -2007 VP - Financial Consultant @
Mark Shane Education
University of Kansas
Bachelor of Arts (Philosophy)
Mark Shane Skills
Wealth Management
Relationship Management
Investment Management
Financial Planning
High Net Worth Individuals
Strategic Financial Planning
Investments
Investment Strategies
Financial Advisory
Portfolio Management
Financial Reporting
Finance
Microsoft Excel
Troubleshooting
Marketing
Financial Analysis
Active Directory
Mark Shane Summary
Mark Shane, based in La Mesa, CA, US, is currently a Vice President - Middle East at Reilly Financial Advisors. Mark Shane brings experience from previous roles at Waddell & Reed, Morgan Stanley and Charles Schwab. Mark Shane holds a Bachelor of Arts in Philosophy @ University of Kansas. With a robust skill set that includes Wealth Management, Relationship Management, Investment Management, Financial Planning, High Net Worth Individuals and more. Mark Shane has 3 emails and 1 mobile phone numbers on RocketReach.
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