Shane Phillips Email & Phone Number
Portfolio Manager, Financial Advisor @ Provenance Wealth Advisors
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Shane Phillips Location
- Florida, United States
Shane Phillips Work
- Portfolio Manager, Financial Advisor @ (December 2014 - Present)
- Financial Analyst @ Merrill Lynch (November 2013 - December 2014)
- Portfolio Analyst @ (June 2011 - August 2013)
- Mutual Fund Specialist @ US Bancorp Fund Services (April 2010 - June 2011)
- Financial Fellowship Intern @ (June 2009 - July 2009)
- Sales Intern @ (September 2008 - May 2009)
Shane Phillips Education
- University of Wisconsin-Madison
Bachelor of Science (BS) (Personal Finance)
2005-2009
Shane Phillips Skills
- Equities
- Alternative Investments
- Due Diligence
- Finance
- Asset Management
- Financial Advisory
- Investments
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Wealth Management
- Relationship Management
- Financial Services
Shane Phillips Summary
- Shane Phillips, based in Florida, United States, is currently a Portfolio Manager, Financial Advisor at Provenance Wealth Advisors. Shane Phillips brings experience from previous roles at Merrill Lynch, Robert W. Baird & Co., US Bancorp Fund Services and MetLife. Shane Phillips holds a 2005 - 2009 Bachelor of Science (BS) in Personal Finance @ University of Wisconsin-Madison. With a robust skill set that includes Equities, Alternative Investments, Due Diligence, Finance, Asset Management and more. Shane Phillips has 3 emails and 1 mobile phone numbers on RocketReach.
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