Shane Callahan Email & Phone Number
Senior Wealth Manager @ Future Capital Management
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Shane Callahan Location
- Littleton, CO, US
Shane Callahan Work
- Senior Wealth Manager @ (June 2024 - Present)
- Founder @ Endurance Wealth Planning (January 2019 - February 2025)
- Board Of Directors @ (January 2019 - January 2020)
- Independent Financial Advisor @ Parsonex Advisory Services, Inc. (January 2018 - June 2019)
- Business Process Consultant @ (January 2017 - January 2017)
- Charles Schwab Investment Management-Data Goverance @ Charles Schwab - (Contract) (January 2014 - January 2016)
- Data Governance Consultant @ (January 2012 - January 2014)
- Financial Planner @ (January 2004 - January 2008)
- Business Systems Analyst @ (January 2000 - January 2004)
Shane Callahan Education
- Cushing Academy
- Bentley University
BS (Finance)
- 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 Cushing Academy. With a robust skill set that includes Finance, Business Analysis, Data Governance, Financial Services, Analysis and more. Shane Callahan has 2 emails and 2 mobile phone numbers on RocketReach.
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