Shane Callahan Email & Phone Number
Senior Wealth Manager @ Future Capital Management
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Shane Callahan Location
- Littleton, CO, US
Shane Callahan Work
- 2024 -now Senior Wealth Manager @
- 2019 -2025 Founder @ Endurance Wealth Planning
- 2019 -2020 Board Of Directors @
- 2018 -2019 Independent Financial Advisor @ Parsonex Advisory Services, Inc.
- 2017 -2017 Business Process Consultant @
- 2014 -2016 Charles Schwab Investment Management-Data Goverance @ Charles Schwab - (Contract)
- 2012 -2014 Data Governance Consultant @
- 2004 -2008 Financial Planner @
- 2000 -2004 Business Systems Analyst @
Shane Callahan Education
- Bentley University
BS (Finance)
- Cushing Academy
- Medfield High School
Shane Callahan Skills
- Finance
- Business Analysis
- Data Governance
- Financial Services
- Analysis
- Investments
- Process Improvement
- Report Writing
- Sarbanes-Oxley Act
- Budgeting
- Project Management
- Strategy
- Consulting
- Microsoft Excel
- Access
- SAP BW
- SAP Products
- Management
- Leadership
- Queries
Shane Callahan Summary
- Shane Callahan, based in Littleton, CO, US, is currently a Senior Wealth Manager at Future Capital Management. Shane Callahan brings experience from previous roles at Endurance Wealth Planning, Adoption Options - Nonprofit Adoption Agency, Parsonex Advisory Services, Inc. and UnitedHealth Group. Shane Callahan holds a BS in Finance @ Bentley University. With a robust skill set that includes Finance, Business Analysis, Data Governance, Financial Services, Analysis and more. Shane Callahan has 2 emails and 1 mobile phone numbers on RocketReach.
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