Shannon Case Location
Omaha, Nebraska, United States
Shannon Case Work
- 2017 - now Partner @ Trusted Wealth Partners
- 2019 - now Corporate Sales Specialist @ Approach Climbing Gym
- 2006 - 2017 Owner @ Caseslattery Wealth Partners
- 1997 - 2006 Manager of Investment Department @ American National Bank of Texas
Shannon Case Education
- The American College of Financial Services2006 - 2009
- University of Nebraska at Omaha
- University of Nebraska - Lincoln
Shannon Case Skills
- Leadership
- Portfolio Management
- Microsoft Office
- Marketing
- Public Speaking
- Career Advice
- Mergers and Acquisitions
- Due Diligence
- Team Management
- Financial Modeling
Shannon Case Summary
Shannon Case, based in Omaha, Nebraska, United States, is currently a Partner at Trusted Wealth Partners. Shannon Case brings experience from previous roles at Approach Climbing Gym, Caseslattery Wealth Partners and American National Bank of Texas. Shannon Case holds a 2006 - 2009 The American College of Financial Services. With a robust skill set that includes Leadership, Portfolio Management, Microsoft Office, Marketing, Public Speaking and more. Shannon Case has 1 emails on RocketReach.
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