Shane Morris Email & Phone Number
Vice President @ Dana Investment Advisors
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Shane Morris Location
- Colorado Springs, CO, US
Shane Morris Work
- 2022 - now Vice President @
- 2019 - 2021 Western Managed Account Consultant, Managed Investments PFS Investments, Inc @
- 2017 - 2019 Director of Advisor Platform Sales, Western Region @
- 2014 - 2017 National Sales Director @ Niemann Capital Management
- 2006 - 2014 Regional Advisor Consultant @
- 1998 - 2006 Fund Accounting Manager @
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 3 emails and 2 mobile phone numbers on RocketReach.
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Top Dana Investment Advisors Employees
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