Shane Donahue's Location
Orlando, FL, US
Shane Donahue's Work
- Sr. Wealth Advisor @ SCHWAB WEALTH INVESTMENT ADVISORY, INC.
- Wealth Advisor @ SCHWAB WEALTH INVESTMENT ADVISORY, INC.
- Team Manager @ Charles Schwab
- Wealth Advisor and Research Analyst @ Jackson Retirement Planning
Shane Donahue's Education
- University of Central Florida
MBA (Business Administration)
2008 - 2009 - University of Central Florida
B.S.B.A. (Finance)
2004 - 2008
Shane Donahue's Skills
- Estate Planning
- Portfolio Performance Analysis
- Financial Planners
- Portfolio Assessment
- Economics
- Retirement Planning
- Customer Retention
- Event Planning
- Portfolio Management
- Business Analysis
Shane Donahue's Summary
Shane Donahue, based in Orlando, FL, US, is currently a Sr. Wealth Advisor at SCHWAB WEALTH INVESTMENT ADVISORY, INC., bringing experience from previous roles at SCHWAB WEALTH INVESTMENT ADVISORY, INC., Charles Schwab and Jackson Retirement Planning. Shane Donahue holds a 2008 - 2009 MBA in Business Administration @ University of Central Florida. With a robust skill set that includes Estate Planning, Portfolio Performance Analysis, Financial Planners, Portfolio Assessment, Economics and more, Shane Donahue contributes valuable insights to the industry. Shane Donahue has 2 emails on RocketReach.
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Garrett Bianchi
Associate Wealth Advisor at SCHWAB WEALTH INVESTMENT ADVISORY, INC.
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