Shane Spence Email & Phone Number
Associate Wealth Advisor @ Charles Schwab
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Shane Spence Location
- Orlando, FL, US
Shane Spence Work
- Associate Wealth Advisor @ (September 2025 - Present)
- Financial Advisor @ (July 2024 - September 2025)
- Broker Associate @ (March 2022 - July 2024)
- Investment Advisor Representative @ (September 2023 - December 2023)
- Operations Financial Analyst @ (January 2019 - August 2023)
- Warehouse Operations Supervisor @ (August 2017 - January 2019)
- Area Manager @ (March 2017 - August 2017)
- Research Assistant, Department of Neurology @ (January 2014 - May 2016)
Shane Spence Education
- University of Florida
Bachelor of Science (BS) (Biochemistry)
- Western Governors University
Master of Business Administration (MBA)
- Western Governors University
Bachelor of Science - BS (Accounting)
Shane Spence Skills
- Certified Financial Planner
- Certified Public Accounting
- Chartered Financial Analyst
- Data Analysis
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Insurance
- Investment Management
- Investments
- Portfolio Management
- Project Management
- Real Estate
- Retirement Planning
- Tax
Shane Spence Summary
- Shane Spence, based in Orlando, FL, US, is currently a Associate Wealth Advisor at Charles Schwab. Shane Spence brings experience from previous roles at The LifeWealth Group, Watson Realty Corp., Earned Wealth and ALDI USA. Shane Spence holds a Bachelor of Science (BS) in Biochemistry @ University of Florida. With a robust skill set that includes Certified Financial Planner, Certified Public Accounting, Chartered Financial Analyst, Data Analysis, Financial Advisory and more. Shane Spence has 2 emails and 1 mobile phone numbers on RocketReach.
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