Shane Kennedy Email & Phone Number
Regional Vice President - Asset Management @ Columbia Threadneedle Investments
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Shane Kennedy Location
- San Francisco, CA, US
Shane Kennedy Work
- Regional Vice President - Asset Management @ (December 2011 - Present)
- Regional Sales Director @ (July 2007 - December 2011)
- Product Specialist @ (January 2007 - July 2007)
- Financial Advisor @ (August 2006 - December 2006)
Shane Kennedy Education
- Concordia University
Bachelor of Arts (B.A.)
2000-2004
Shane Kennedy Skills
- Asset Management
- Mutual Funds
- Model Portfolios
- Portfolio Management
- Investments
- 401k
- IRAs
- Equities
- Fixed Income
- 401k Rollovers
- Roth IRA
- 529 Plans
- Alternative Investments
- Asset Gathering
- Series 7
- Asset Allocation
Shane Kennedy Summary
- Shane Kennedy, based in San Francisco, CA, US, is currently a Regional Vice President - Asset Management at Columbia Threadneedle Investments, US. Shane Kennedy brings experience from previous roles at Columbia Threadneedle Investments, US and Ameriprise Financial Services, Inc.. Shane Kennedy holds a 2000 - 2004 Bachelor of Arts (B.A.) @ Concordia University. With a robust skill set that includes Asset Management, Mutual Funds, Model Portfolios, Portfolio Management, Investments and more. Shane Kennedy has 2 emails and 1 mobile phone numbers on RocketReach.
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