Shane Morris Email & Phone Number
Vice President @ Dana Investment Advisors
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Shane Morris Location
- Colorado Springs, CO, US
Shane Morris Work
- Vice President @ (January 2022 - Present)
- Western Managed Account Consultant, Managed Investments PFS Investments, Inc @ (March 2019 - December 2021)
- Director of Advisor Platform Sales, Western Region @ (August 2017 - March 2019)
- National Sales Director @ Niemann Capital Management (May 2014 - July 2017)
- Regional Advisor Consultant @ (September 2006 - April 2014)
- Fund Accounting Manager @ (November 1998 - August 2006)
Shane Morris Education
- Colorado State University
Bachelor of Science (Finance)
1993-1997
Shane Morris Skills
- 401(k) Retirement Savings Plans
- Administration
- Alternative Investments
- Asset Management
- Bloomberg
- Business Development
- Capital Markets
- Communication
- Consultative Selling
- Customer Relationship Management (CRM)
- Customer Service
- Direct Sales
- Equities
- Family Office
- Financial Planning
- Financial Services
- Financial Software Implementation
- Financial Technology
- Fixed Income
- Fund Accounting
- Investment Advisory
- Investment Management
- Leadership
- Marketing
- Microsoft Office
- Mutual Funds
- Public Speaking
- RIA
- RIAs
- Retirement
- Retirement Planning
- Sales Presentations
- Sales Process
- Salesforce.com
- Securities
- Separately Managed Accounts
- Series 63
- Territory Account Management
- Territory Management
- Time Management
- Wealth Management
- Wholesale
- money managers
- series 7
- Customer Relationship Management
- Money Managers
- 401 Retirement Savings Plans
Shane Morris Summary
- Shane Morris, based in Colorado Springs, CO, US, is currently a Vice President at Dana Investment Advisors. Shane Morris brings experience from previous roles at PFS Investments, Mid Atlantic Capital Group, Inc., Niemann Capital Management and OppenheimerFunds. Shane Morris holds a 1993 - 1997 Bachelor of Science in Finance @ Colorado State University. With a robust skill set that includes 401(k) Retirement Savings Plans, Administration, Alternative Investments, Asset Management, Bloomberg and more. Shane Morris has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Dana Investment Advisors Employees
George Tsiamis
Director of Trading and Operations
Waukesha, WI, US
Charles Bender
VP, Portfolio Manager and Senior Analyst
New York, NY, US
Shane Morris
Vice President
Colorado Springs, CO, US
Mark Mirsberger
CEO
Waukesha, WI, US
Ellen Roberts
Senior Vice President
Brookfield, WI, US
Andre Kamber
Executive Vice President
Bainbridge Island, WA, US
Kelly Morrison
Vice President of Trading
Sussex, WI, US
John Mueller
Vice President Marketing and Sales
Brookfield, WI, US
Roland David
Senior Vice President
Paoli, PA, US
Kevin Ellson
Vice President
Colorado Springs, CO, US
Noaman Sharief
SVP, Portfolio Manager
Milwaukee, WI, US
J. Veranth
Chief Investment Officer
Brookfield, WI, US
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