Mark Shane Email & Phone Number
Vice President - Middle East @ Reilly Financial Advisors
5 free lookup(s).
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 4 emails and 1 mobile phone numbers on RocketReach.
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Top Reilly Financial Advisors Employees
Scott Fortney
Vice President Wealth Management
Park City, UT, US
Mark Shane
Vice President - Middle East
La Mesa, CA, US
Andrew Demos
Senior Financial Planner
La Mesa, CA, US
Bill Reilly
Executive Director
Medford, MA, US
Max Verduzco
Social Media Intern
El Cajon, CA, US
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