Rory Shea Email & Phone Number
Financial Planner @ Private Wealth Management (Pty) Ltd
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Rory Shea Location
- Cape Town, WC, ZA
Rory Shea Work
- 2001 -now Financial Planner @
- 2000 -2000 Program Manager @ Mastersun Holidays
- 1997 -1998 Marketing consultant @
- 1995 -1997 Direct Marketing Co-ordinator @
Rory Shea Education
- University of Orange Free State (OFS)
Post Graduate Diploma in Financial Planning
2002-2002 - University of Cape Town
B Bus Science (Marketing, Business Policy, and Economics)
1989-1993 - Pinelands High 1984-1988
- Pinelands High School 1984-1988
Rory Shea Skills
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Investments
- Retirement
- Business Strategy
- Sales
- Direct Marketing
- Budgets
- Management
- Market Research
- Asset Managment
- Marketing
- Project Management
- Wealth Management Services
- Finance
- Portfolio Management
- Risk Management
- Wealth
- Financial Advisory
- Asset Management
- Investment Advisory
- Financial Risk
- Estate Planning
- Financial Planning
- Social Media
- Microsoft Excel
- Organic Wine
- Vegan Wine
- Strategic Planning
- Biodynamic Wine
- Strategy
Rory Shea Summary
- Rory Shea, based in Cape Town, WC, ZA, is currently a Financial Planner at Private Wealth Management (Pty) Ltd. Rory Shea brings experience from previous roles at Mastersun Holidays and Old Mutual Unit Trusts. Rory Shea holds a 2002 - 2002 Post Graduate Diploma in Financial Planning @ University of Orange Free State (OFS). With a robust skill set that includes Strategic Financial Planning, Wealth Management, Retirement Planning, Investments, Retirement and more. Rory Shea has 1 emails and 1 mobile phone numbers on RocketReach.
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