Shane Perry Email & Phone Number
Financial Planner @ The Retirement Solution
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Shane Perry Location
- Redmond, WA, US
Shane Perry Work
- Financial Planner @ (May 2020 - Present)
- Associate Planner @ (February 2014 - May 2020)
- General Manager @ G&S Certified Public Accountants, L.L.C. (January 2010 - February 2014)
- Member @ (January 2010 - February 2014)
- Accountant @ (April 2010 - January 2014)
- Internal Wholesaler @ (May 2005 - January 2009)
- Life and Annuity Wholesale Deparmtment @ InSource Inc. (January 2004 - January 2005)
- Para Planner @ McMahan Capital Management, L.L.C. (January 2003 - January 2004)
Shane Perry Education
- Purdue University
Bachelor of Science (Finance)
1999-2003
Shane Perry Skills
- Accounting
- Analytical Skills
- Auditing
- Budgets
- Business Planning
- Customer Service
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Reporting
- Insurance
- Investments
- Leadership
- Marketing
- Microsoft Excel
- Microsoft Office
- Negotiation
- Process Improvement
- Program Management
- Public Speaking
- Real Estate
- Risk Management
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Team Building
Shane Perry Summary
- Shane Perry, based in Redmond, WA, US, is currently a Financial Planner at The Retirement Solution Inc.. Shane Perry brings experience from previous roles at The Retirement Solution Inc., G&S Certified Public Accountants, L.L.C., Kingman Area Chamber of Commerce and Roman Catholic Diocese of Phoenix. Shane Perry holds a 1999 - 2003 Bachelor of Science in Finance @ Purdue University. With a robust skill set that includes Accounting, Analytical Skills, Auditing, Budgets, Business Planning and more. Shane Perry has 1 emails and 1 mobile phone numbers on RocketReach.
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