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
- 2014 - now Portfolio Manager, Financial Advisor @
- 2013 - 2014 Financial Analyst @ Merrill Lynch
- 2011 - 2013 Portfolio Analyst @
- 2010 - 2011 Mutual Fund Specialist @ US Bancorp Fund Services
- 2009 - 2009 Financial Fellowship Intern @
- 2008 - 2009 Sales Intern @
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 on RocketReach.
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Top Provenance Wealth Advisors Employees
Eric Zeitlin
Chief Executive Officer
Boca Raton, FL, US
Todd Moll
Director and Chief Investment Officer
Fort Lauderdale, FL, US
Sean Deviney
Director and President, Financial Advisor
Fort Lauderdale, FL, US
Scott Montgomery
Director, Financial Advisor, PWA Securities LLC
Fort Lauderdale, FL, US
Shane Phillips
Portfolio Manager, Financial Advisor
Florida, United States
Carolina Rojas
Senior Investment Associate
Fort Lauderdale, FL, US
Heidy Gomez
Client Service Associate
Miami, FL, US
Mike Barba
Operational Specialist
Delray Beach, FL, US
Jessica Pendergraft
Financial Planner
Florida, United States
Shannon Eskamani
Human Resources Generalist
Boca Raton, FL, US
Joseph Karl
Chief Investment Strategist
Fort Lauderdale, FL, US
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