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Randy Shell Location
Houston, TX, US
Randy Shell Work
Vice President and Senior Trust Officer @ (September 2018 - Present)
Senior Vice President and Trust Officer @ (January 2002 - May 2018)
Vice President and Trust Officer @ (May 1986 - December 2001)
Agent @ (August 1984 - April 1986)
Randy Shell Education
University of Mississippi
Bachelor Of Business Administration (Banking, Finance)
1980-1984
Randy Shell Skills
Financial Analysis
Investments
Wealth Management
Estate Planning
Fixed Income Portfolio Management
Retirement Planning
Wealth
Financial Services
Asset Management
Series 7
Series 63
Strategic Financial Planning
Investment Advisory
Certified Financial Planner
Mutual Funds
Finance
Portfolio Management
Asset Managment
Life Insurance
Asset Allocation
Alternative Investments
Financial Planning
Investment Management
Securities
Randy Shell Summary
Randy Shell, based in Houston, TX, US, is currently a Vice President and Senior Trust Officer at Raymond James Financial, Inc.. Randy Shell brings experience from previous roles at Pinnacle Trust, Trustmark Bank and Axa. Randy Shell holds a 1980 - 1984 Bachelor Of Business Administration in Banking, Finance @ University of Mississippi. With a robust skill set that includes Financial Analysis, Investments, Wealth Management, Estate Planning, Fixed Income Portfolio Management and more. Randy Shell has 2 emails and 1 mobile phone numbers on RocketReach.
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