Shane Ward Email & Phone Number
VP - Private Wealth Director @ Franklin Templeton
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Shane Ward Location
- Dallas, TX, US
Shane Ward Work
- 2022 -now VP - Private Wealth Director @
- 2021 -2022 Territory Specialist - Private Wealth Division @
- 2018 -2021 Private Wealth Consultant - Private Wealth Division @
- 2017 -2018 Internal Advisor Consultant @
- 2010 -2017 Investment Consultant @ CapTrust Advisors, LLC
Shane Ward Education
- Florida State University
Bachelor of Science (B.S.) (Finance & Real Estate)
2004-2008
Shane Ward Skills
- Institutional Investments
- Investment Advisory
- Endowments
- Non-profit Consulting
- Foundations
- Non-profit Finance
- Investment Strategies
- Not for Profit
- Nonprofits
- Private Foundations
- Fiduciary
- Fiduciary Services
- Non-profits organizations
- Endowment Funds
- Retirement Plan Consulting
- Qualified Retirement Plans
- Retirement Planning
- 401k
- Investment Advisory Services
- Wealth Management
Shane Ward Summary
- Shane Ward, based in Dallas, TX, US, is currently a VP - Private Wealth Director at Franklin Templeton. Shane Ward brings experience from previous roles at Franklin Templeton, Franklin Templeton Investments and CapTrust Advisors, LLC. Shane Ward holds a 2004 - 2008 Bachelor of Science (B.S.) in Finance & Real Estate @ Florida State University. With a robust skill set that includes Institutional Investments, Investment Advisory, Endowments, Non-profit Consulting, Foundations and more. Shane Ward has 3 emails and 2 mobile phone numbers on RocketReach.
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