Shane Gentry Email & Phone Number
Wealth Manager @ Osaic
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Shane Gentry Location
- Houston, TX, US
Shane Gentry Work
- Wealth Manager @ Osaic (June 2025 - Present)
- Wealth Manager @ (November 2023 - July 2025)
- Sr Regional Consultant @ (December 2004 - October 2022)
- Senior Consultant @ (December 2004 - October 2022)
- External Wholesaler @ (March 2004 - September 2004)
- Financial Advisor Vice President Of Investments @ (June 2001 - January 2004)
- Financial Advisor Vice President Of Investments @ (June 1997 - June 2001)
Shane Gentry Education
- University of Houston
Bachelor of Business Administration (Finance)
1989-1996 - University of Houston
Finance (Finance, General)
1997
Shane Gentry Skills
- Account Management
- Asset Management
- Budget Management
- Build Strong Relationships
- Business Analysis
- Business Development
- Business Planning
- Business Process Improvement
- Cold Calling
- Consulting
- Cross-functional Coordination
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Satisfaction
- Employee Training
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- High net Worth
- High-Net-Worth Individuals (HNWI)
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Multi-generational Planning
- Mutual Funds
- Portfolio Management
- Portfolio Managers
- Presentations
- Public Speaking
- Relationship Building
- Relationship Development
- Retirement
- Retirement Planning
- SDLC
- Sales
- Sales Management
- Sales Processes
- Securities
- Seminar Presentations
- Strategic Planning
- Team Building
- Territory Management
- Wealth Management
- market share expansion
Shane Gentry Summary
- Shane Gentry, based in Houston, TX, US, is currently a Wealth Manager at Osaic. Shane Gentry brings experience from previous roles at Harman Wealth Management, AssetMark and John Hancock Financial Services. Shane Gentry holds a 1989 - 1996 Bachelor of Business Administration in Finance @ University of Houston. With a robust skill set that includes Account Management, Asset Management, Budget Management, Build Strong Relationships, Business Analysis and more. Shane Gentry has 1 emails and 2 mobile phone numbers on RocketReach.
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