Shane Workman Location
Madison, WI, US
Shane Workman Work
- 2025 - now Manager, Financial Education @ Wealthspire Retirement Advisory
- 2021 - 2025 Planning Consultant @ Fidelity Investments
- 2020 - 2021 Financial Representative @ Fidelity Investments
- 2019 - 2020 Lead Advisor @ Heckmann Financial
- 2016 - 2018 Financial Consultant @ Bronfman Rothschild
- 2015 - 2016 Financial Consultant @ Investment Professionals, Inc.
- 2014 - 2015 Financial Representative @ SagePoint Financial
- 2013 - 2014 Financial Representative @ Mutual of Omaha
- 2011 - 2012 Teller @ Associated Bank
- 2001 - 2010 Staff Sergeant, Shift Leader, Team Leader, Truck Commander, Mechanic @ Wisconsin Army National Guard
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
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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