Matt Shane Location
New York, NY, US
Matt Shane Work
- 2024 - now Sales Executive @ Citi
- 2022 - 2024 Senior Relationship Manager @ BNY
- 2008 - 2022 Client Executive, Director, Citi Markets @ Citi
- 2002 - 2008 Registered Principal, ProEquities @ Protective Life
Matt Shane Education
- Weatherhead School of Management at Case Western Reserve University
Bachelor of Science (Finance)
1998 - 2002 - University School
High School
1994 - 1998 - University of Notre Dame - Mendoza College of Business
MBA (Finance)
- MIT Sloan School of Management
Advanced Certificate for Executives in Management, Innovation, and Technology
- MIT Sloan School of Management
International Management Program
- John Carroll University
Certificate in Financial Planning (CFP)
Matt Shane Skills
- Series 63
- Banking
- Fixed Income
- Capital Markets
- Investments
- Relationship Management
- Connectivity
- Finance
- Asset Allocation
- Investment Advisory
Matt Shane Summary
Matt Shane, based in New York, NY, US, is currently a Sales Executive at Citi. Matt Shane brings experience from previous roles at BNY Mellon, Citi and Protective Life. Matt Shane holds a 1998 - 2002 Bachelor of Science in Finance @ Weatherhead School of Management at Case Western Reserve University. With a robust skill set that includes Series 63, Banking, Fixed Income, Capital Markets, Investments and more. Matt Shane has 3 emails and 4 mobile phone numbers on RocketReach.
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