Shane Coley Email & Phone Number
Director @ StepStone Private Wealth
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Shane Coley Location
- Cincinnati, OH, US
Shane Coley Work
- 2025 -now Director @
- 2015 -2025 Regional Director, Client Solutions Group @
- 2013 -2015 Regional Vice President @
- 2009 -2013 Senior Compliance Specialist @
- 2008 -2009 Internal Sales @
- 2007 -2008 Internal Life and Annuity Wholesaler @
Shane Coley Education
- University of Florida
Master of Business Administration (MBA)
2013-2015 - Indiana University Bloomington
Bachelor's degree (General Studies)
- Indiana State University
(Communication, General)
Shane Coley Skills
- Alternative Investments
- Separately Managed Accounts
- Private Credit
- Private Equity
- Securities Regulation
- Investments
- Financial Advisory
- Financial Services
- Investment Strategies
- Financial Analysis
- Investment Management
- Series 7
- Securities
- Mutual Funds
- FINRA
- Series 24
- Fixed Annuities
- Certified Financial Planner
- Series 63
- Series 65
- Investment Advisory
- Retirement Planning
- Uniform Combined State Law
- 401k
- Retirement
Shane Coley Summary
- Shane Coley, based in Cincinnati, OH, US, is currently a Director at StepStone Private Wealth. Shane Coley brings experience from previous roles at Macquarie Group, Eagle Asset Management and Raymond James. Shane Coley holds a 2013 - 2015 Master of Business Administration (MBA) @ University of Florida. With a robust skill set that includes Alternative Investments, Separately Managed Accounts, Private Credit, Private Equity, Securities Regulation and more. Shane Coley has 2 emails and 7 mobile phone numbers on RocketReach.
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