Shane Workman Email & Phone Number
Manager, Financial Education @ Wealthspire Retirement Advisory
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Shane Workman Location
- Madison, WI, US
Shane Workman Work
- 2025 -now Manager, Financial Education @
- 2021 -2025 Planning Consultant @
- 2020 -2021 Financial Representative @
- 2019 -2020 Lead Advisor @ Heckmann Financial
- 2016 -2018 Financial Consultant @ Bronfman Rothschild
- 2015 -2016 Financial Consultant @
- 2014 -2015 Financial Representative @
- 2013 -2014 Financial Representative @
- 2011 -2012 Teller @
- 2001 -2010 Staff Sergeant, Shift Leader, Team Leader, Truck Commander, Mechanic @ Wisconsin Army National Guard
- 2006 -2009 Operations Specialist @ Eagle Systems & Services
Shane Workman Education
- Globe University, Minnesota School of Business
(Business Management)
2010-2012 - Western Technical College - Company
Associates of Applied Arts: Business Management (Business Management & Marketing)
2006-2011
Shane Workman Skills
- Leadership
- Microsoft Office
- Microsoft Excel
- Customer Service
- Security Clearance
- Wealth Management
- Sales
- Management
- Strategic Financial
- Banking
- Problem Solving
- Investments
- Risk Management
- Security
- Training
- Finance
- Team Leadership
- Organizational
- Business
- Insurance
- Analysis
- Financial Services
- Retirement Planning
- Business Process Improvement
Shane Workman Summary
- Shane Workman, based in Madison, WI, US, is currently a Manager, Financial Education at Wealthspire Retirement Advisory. Shane Workman brings experience from previous roles at Fidelity Investments, Heckmann Financial and Bronfman Rothschild. Shane Workman holds a 2010 - 2012 Globe University, Minnesota School of Business. With a robust skill set that includes Leadership, Microsoft Office, Microsoft Excel, Customer Service, Security Clearance and more. Shane Workman has 1 emails and 1 mobile phone numbers on RocketReach.
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