Shanda Bortner Email & Phone Number
Director of Investments @ Spaugh Dameron Tenny
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Shanda Bortner Location
- Charlotte, NC, US
Shanda Bortner Work
- Director of Investments @ (July 2017 - Present)
- Client Relationship Manager @ (August 2016 - July 2017)
- Investment Professional @ (September 2013 - August 2016)
- Trainer @ (February 2011 - August 2013)
Shanda Bortner Education
- University of North Carolina at Charlotte
Bachelor’s Degree
2009-2013
Shanda Bortner Skills
- Client Development
- Client Relations Skills
- Customer Service
- ETFs
- Equities
- Finance
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- PowerPoint
- Psychology
- Public Speaking
- Restaurants
- Retirement
- Sales
- Social Networking
- Stock Market
- Teamwork
- Time Management
Shanda Bortner Summary
- Shanda Bortner, based in Charlotte, NC, US, is currently a Director of Investments at Spaugh Dameron Tenny. Shanda Bortner brings experience from previous roles at Carroll Financial, Vanguard and McCormick & Schmick's. Shanda Bortner holds a 2009 - 2013 Bachelor’s Degree @ University of North Carolina at Charlotte. With a robust skill set that includes Client Development, Client Relations Skills, Customer Service, ETFs, Equities and more. Shanda Bortner has 1 mobile phone numbers on RocketReach.
Looking for a different Shanda Bortner?
Find contact details for 700 million professionals.
Others Named Shanda Bortner
Shanda Bortner
Director of Investments
Charlotte, NC, US
Top Spaugh Dameron Tenny Employees
John Dameron
Partner
Charlotte, NC, US
Shane Tenny
Managing Partner and Financial Planner
Charlotte, NC, US
Christina Acker
Insurance Coordinator
Charlotte, NC, US
Joannah Long
Director of Marketing
Charlotte, NC, US
Will Koster
Partner
Charlotte, NC, US
David Belinkie
Certified Financial Planner™
Charlotte, NC, US
Bryce Miller
Certified Financial Planner
Charlotte, NC, US
Shanda Bortner
Director of Investments
Charlotte, NC, US
Rachel Adams
Research and Planning Analyst
Charlotte, NC, US
Jordan Bilodeau
Partner
Charlotte, NC, US
Danielle Fitzgerald
Financial Planning Analyst
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co