Shane Smith Email & Phone Number
Senior Vice President and Financial Advisor @ Pinnacle Financial Partners
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Shane Smith Location
- Durham, NC, US
Shane Smith Work
- 2020 - now Senior Vice President and Financial Advisor @
- 2015 - 2020 Vice President and Business Relationship Manager @
- 2010 - 2015 Assistant Vice President and Private Banker @ Wells Fargo/ Wells Fargo Advisors
Shane Smith Education
- University of North Carolina at Chapel Hill
Bachelor of Arts (BA) (Economics)
- North Mecklenburg High School
Shane Smith Skills
- Residential Lending
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Estate Planning
- Asset Based Lending
- Commercial Lending
- Equities
- Fixed Income
- Series 7
- Series 66
- Life & Health Insurance Licenses
- Long Term Care Insurance
- NMLSR 571997
- Financial Planning
- Uniform Combined State Law
- Asset Allocation
- Financial Analysis
- Relationship Management
- Mutual Funds
- Mortgage Lending
- Microsoft Excel
- Retail Banking
- Customer Service
- Portfolio Management
- Project Management
- Credit
- Marketing
- Life and Health Insurance Licenses
- Sports Marketing
- Coaching
- Strategic Planning
- Public Speaking
- Budgets
- Team Building
- Sports
- Process Improvement
- PowerPoint
- Team Leadership
- Microsoft Office
- Event Management
- Microsoft Word
- Social Media
- Fundraising
- Management
- Time Management
- Sales
- Leadership
- Teamwork
- Training
- Event Planning
- Insurance
- Finance
- Social Networking
- Public Relations
- Risk Management
- Research
- Property and Casualty Insurance
- Social Media Marketing
- Account Management
- Casualty Insurance
Shane Smith Summary
- Shane Smith, based in Durham, NC, US, is currently a Senior Vice President and Financial Advisor at Pinnacle Financial Partners. Shane Smith brings experience from previous roles at Wells Fargo and Wells Fargo/ Wells Fargo Advisors. Shane Smith holds a Bachelor of Arts (BA) in Economics @ University of North Carolina at Chapel Hill. With a robust skill set that includes Residential Lending, Strategic Financial Planning, Wealth Management, Retirement Planning, Estate Planning and more. Shane Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Pinnacle Financial Partners Employees
Vikram Ramani
Chief Information Officer
Atlanta, GA, US
Bryan Bean
Executive Vice President - Corporate Banking
Nashville, TN, US
Kevin Blair
President and CEO
Atlanta, GA, US
Jamie Gregory
Chief Financial Officer
Atlanta, GA, US
Rob McCabe
Chairman
Nashville, TN, US
James Hare
Executive Vice President and Managing Director
Nashville, TN, US
Kris Foster
President of Equipment Finance and Specialty Industries
Louisville, KY, US
Sal Carvo
Managing Director
Atlanta, GA, US
Charissa Sumerlin
Chief Credit Officer
Nashville, TN, US
Samuel Ballesteros
Executive Vice President
Nashville, TN, US
Keith Thomas
Chief Information Security Officer
Franklin, TN, US
Tyler Morgan
Managing Director | Investment Banking
Nashville, TN, US
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