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
- Wholesale
- Sales Presentations
- Consultative Selling
- Financial Services
- Mutual Funds
- Alternative Investments
- Fixed Income
- Securities
- Equities
- Retirement
- Retirement Planning
- Series 63
- Capital Markets
- Wealth Management
- Sales Process
- Customer Relationship Management
- Business Development
- Direct Sales
- Marketing
- Investment Management
- Financial Planning
- Bloomberg
- Microsoft Office
- Communication
- Series 7
- Fund Accounting
- Financial Software Implementation
- Family Office
- Financial Technology
- Separately Managed Accounts
- Territory Management
- Salesforce.com
- Administration
- Money Managers
- RIA
- Territory Account Management
- Rias
- 401 Retirement Savings Plans
- Investment Advisory
- Asset Management
- Public Speaking
- Customer Service
- Leadership
- Time Management
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 Wholesale, Sales Presentations, Consultative Selling, Financial Services, Mutual Funds and more. Shane Morris has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Dana Investment Advisors Employees
Dave Mazza
Senior Vice President - Sales and Client Service
Milwaukee, WI, US
Scott Covino
Vice President
New York, NY, US
Mike Stewart
Executive Vice President
Brookfield, WI, US
Matt Slowinski
Senior Vice President
Milwaukee, WI, US
Charles Bender
VP, Portfolio Manager and Senior Analyst
New York, NY, US
Greg Dahlman
Sr. VP, Portfolio Manager
Cedarburg, WI, US
Lydia Miller
Senior Vice President, Portfolio Specialist
Milwaukee, WI, US
John Mueller
Vice President Marketing and Sales
Brookfield, WI, US
Roland David
Senior Vice President
Paoli, PA, US
Jeff Brigman
SVP, Wealth Management
Milwaukee, WI, US
Noaman Sharief
SVP, Portfolio Manager
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J. Veranth
Chief Investment Officer
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