Wealth Management Advisor, Vice President and Portfolio Manager @ (January 1999 - January 2012)
Financial Advisor, Training Manager and District Manager @ (January 1985 - January 1992)
Peter Shanahan Education
College for Financial Planning
Chartered Retirement Planning Counselor
2005
Colleg for Financial Planning
Certfied Financial planner (Financial Planning)
1993
William & Mary
Bachelor of Arts (Philosophy, English)
Peter Shanahan Skills
Public Speaking
Management
Strategic Planning
Customer Service
Finance
Financial Planning
Team Building
Portfolio Management
Marketing
Leadership
Project Management
Sales
Risk Management
Peter Shanahan Summary
Peter Shanahan, based in Hendersonville, NC, US, is currently a Senior Vice President, Wealth Manager at Steward Partners Global Advisory. Peter Shanahan brings experience from previous roles at Hilliard Lyons, Merrill Lynch and American Express Financial Advisors. Peter Shanahan holds a Chartered Retirement Planning Counselor @ College for Financial Planning. With a robust skill set that includes Public Speaking, Management, Strategic Planning, Customer Service, Finance and more. Peter Shanahan has 2 emails and 1 mobile phone numbers on RocketReach.
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