Shane Phillips Email & Phone Number
Portfolio Manager, RJFS Financial Advisor @ Provenance Wealth Advisors
Shane Phillips's Location
Miami, Florida, United States
Shane Phillips's Work
- Portfolio Manager, RJFS Financial Advisor @ Provenance Wealth Advisors
- Financial Analyst @ Merrill Lynch
- Portfolio Analyst @ Baird
Shane Phillips's Education
- University of Wisconsin-Madison
Bachelor of Science (BS) (Personal Finance)
2005 - 2009
Shane Phillips's Skills
- Equities
- Alternative Investments
- Due Diligence
- Finance
- Asset Management
- Financial Advisory
- Investments
- Portfolio Management
- Mutual Funds
- Asset Allocation
Shane Phillips's Summary
Shane Phillips, based in Miami, Florida, United States, is currently a Portfolio Manager, RJFS Financial Advisor at Provenance Wealth Advisors, bringing 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 contributes valuable insights to the industry. Shane Phillips has 1 email on RocketReach.
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