If you need more lookups,
subscriptions start at $34 USD/month.
Shane Brennan Location
Philadelphia, PA, US
Shane Brennan Work
Director @ (July 2026 - Present)
Regional Vice President @ (March 2019 - Present)
Model Portfolio Specialist @ (January 2019 - March 2019)
Investment Management Associate @ (May 2014 - December 2018)
Vice President @ Brennan Strategy LLC (June 2013 - May 2014)
Advisor Consultant: Regional Wholesaler @ (August 2012 - March 2013)
Internal Advisor Consultant @ (November 2010 - July 2012)
Shane Brennan Education
Franklin & Marshall College 2006-2010
The Haverford School 1994-2006
Shane Brennan Skills
401k
Alternative Investments
Analysis
Asset Allocation
Business Analysis
CRM
Corporate Finance
Equities
FINRA
Finance
Financial Advisory
Financial Analysis
Financial Modeling
Financial Services
Fixed Income
Insurance
Investments
Marketing
Mergers & Acquisitions
Microsoft Excel
Microsoft Office
Mutual Funds
PowerPoint
Retirement Planning
Risk Management
Sales
Securities
Series 6
Series 63
Series 7
Strategic Financial Planning
Strategic Planning
Uniform Combined State Law
Valuation
Wealth Management
Mergers and Acquisitions
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 401k, Alternative Investments, Analysis, Asset Allocation, Business Analysis and more. Shane Brennan has 3 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Shane Brennan?
Find contact details for 700 million professionals.