Shane McCauley Email & Phone Number
Financial Advisor @ Financial Services Company
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Shane McCauley Location
- Brookfield, WI, US
Shane McCauley Work
- 2019 -now Financial Advisor @
- 2019 -now Associate Financial Advisor @
- 2014 -2019 Paraplanner @
- 2014 -2014 Investment Consultant @
- 2013 -2014 Financial Representative @
Shane McCauley Education
- University of Wisconsin-Madison
Bachelor of Science (B.S.) (Personal Finance)
2009-2013
Shane McCauley Skills
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Customer Service
- Social Media
- Sales
- Research
- Public Speaking
- Marketing
- Event Planning
- Strategic Planning
- Time Management
- Leadership
- Team Building
- Finance
- Communication
- Personal Financial Planning
- Asset Management
- Asset Protection
- Retirement Income Strategies
Shane McCauley Summary
- Shane McCauley, based in Brookfield, WI, US, is currently a Financial Advisor at Ameriprise Financial Services, LLC. Shane McCauley brings experience from previous roles at Ameriprise Financial Services, LLC, Ameriprise Financial Services, Inc. and Gradient Financial Group. Shane McCauley holds a 2009 - 2013 Bachelor of Science (B.S.) in Personal Finance @ University of Wisconsin-Madison. With a robust skill set that includes Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service and more. Shane McCauley has 1 emails on RocketReach.
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