2018 -now President and Chief Investment Officer @
2018 -2020 President @ Third Wave Digital Asset Fund
2012 -2017 Director of Investments @
2017 -now Chief Investment Officer @
2011 -2012 Regional Vice President @ McKendrysnow Financial Distributors
Shane Fleury Education
The Cfa® Institute
Shane Fleury Skills
Portfolio Management
Equity Valuation
Financial Reporting
Corporate Finance
Fixed Income Analysis
Alternative Investments
Accounting
Economics
Derivatives
Financial Forecasting
Retirement Planning
Strategic Planning
Options
Investments
401k
Fixed Annuities
Life Insurance
Mutual Funds
Variable Annuities
Wealth Management
Retirement
Asset Allocation
Financial Planning
Securities
Investment Advisory
Uniform Combined State Law
Income Planning
ETFs
Series 7
Series 63
Shane Fleury Summary
Shane Fleury, based in Wesley Chapel, FL, US, is currently a President and Chief Investment Officer at Elevate Ventures. Shane Fleury brings experience from previous roles at Third Wave Digital Asset Fund, Northwestern Mutual, Elevate Capital Advisors and McKendrysnow Financial Distributors. Shane Fleury holds a The Cfa® Institute. With a robust skill set that includes Portfolio Management, Equity Valuation, Financial Reporting, Corporate Finance, Fixed Income Analysis and more. Shane Fleury has 2 emails on RocketReach.
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