Sally Shapiro Email & Phone Number
Wealth Manager @ Shokohi Wealth Management Group Llc
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Sally Shapiro Location
- Denver, CO, US
Sally Shapiro Work
- Wealth Manager @ (August 2026 - Present)
- Wealth Management Assistant @ (March 2026 - Present)
- Senior Associate, Global Finance @ (August 2023 - March 2026)
- Experienced Senior Audit Associate @ (July 2022 - August 2023)
- Audit Associate @ (August 2021 - July 2022)
- MADA Internship @ (January 2021 - April 2021)
- Audit Intern @ (June 2019 - August 2019)
Sally Shapiro Education
- Northwestern University
Financial Planning Certificate
2026-2026 - Villanova University
MAcc (Accounting & Data Analytics)
2020-2021 - Indiana University - Kelley School of Business
Bachelor’s Degree (Accounting and Technology Management)
2016-2020
Sally Shapiro Skills
- Project Management
- Communication
- Customer Service
- Microsoft Word
- Microsoft Office
- Social Media
- Event Planning
- Accounting
- Microsoft Access
- Microsoft Excel
- SQL
- Leadership
- Public Speaking
- Presentation Skills
- Teamwork
- Team Leadership
- Alteryx
- Qlik Sense
- IDEA
Sally Shapiro Summary
- Sally Shapiro, based in Denver, CO, US, is currently a Wealth Manager at Shokohi Wealth Management Group Llc. Sally Shapiro brings experience from previous roles at Shokohi Wealth Management Group Llc, GLP Capital Partners and KPMG US. Sally Shapiro holds a 2026 - 2026 Financial Planning Certificate @ Northwestern University. With a robust skill set that includes Project Management, Communication, Customer Service, Microsoft Word, Microsoft Office and more. Sally Shapiro has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Shokohi Wealth Management Group Llc Employees
Sally Shapiro
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