Shane Brennan Email & Phone Number
Director @ WisdomTree Asset Management
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Shane Brennan Location
- Philadelphia, PA, US
Shane Brennan Work
- 2026 -now Director @
- 2019 -now Regional Vice President @
- 2019 -2019 Model Portfolio Specialist @
- 2014 -2018 Investment Management Associate @
- 2013 -2014 Vice President @ Brennan Strategy LLC
- 2012 -2013 Advisor Consultant: Regional Wholesaler @
- 2010 -2012 Internal Advisor Consultant @
Shane Brennan Education
- Franklin & Marshall College 2006-2010
- The Haverford School 1994-2006
Shane Brennan Skills
- Financial Modeling
- Investments
- Strategic Planning
- Financial Analysis
- Mutual Funds
- Valuation
- Microsoft Office
- PowerPoint
- Series 63
- Sales
- Fixed Income
- Microsoft Excel
- Uniform Combined State Law
- Corporate Finance
- Business Analysis
- Series 6
- Analysis
- Financial Advisory
- Strategic Financial Planning
- Finance
- Marketing
- Wealth Management
- Equities
- Risk Management
- Alternative Investments
- Securities
- Insurance
- Series 7
- Financial Services
- 401k
- Retirement Planning
- Asset Allocation
- Mergers and Acquisitions
- CRM
- FINRA
Shane Brennan Summary
- Shane Brennan, based in Philadelphia, PA, US, is currently a Director at WisdomTree Asset Management. Shane Brennan brings experience from previous roles at Advisors Asset Management, Inc., BlackRock and Brennan Strategy LLC. Shane Brennan holds a 2006 - 2010 Franklin & Marshall College. With a robust skill set that includes Financial Modeling, Investments, Strategic Planning, Financial Analysis, Mutual Funds and more. Shane Brennan has 3 emails and 4 mobile phone numbers on RocketReach.
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