Shannon Main Email & Phone Number
Regional Growth Leader @ World Investment Advisors (formerly Pensionmark)
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Shannon Main Location
- California, United States
Shannon Main Work
- 2017 -now Regional Growth Leader @
- 2017 -2024 Principal @ Pensionmark/Fiduciary Retirement Advisory Group, LLC
- 2008 -2017 Managing Director @ Penniall & Associates, Inc.
- 2003 -2008 Corporate Retirement and Executive Benefits Consultant @
- 2002 -2003 Financial Advisor @ Associated Securities
- 1996 -2002 Financial Advisor @
Shannon Main Education
- UC Irvine
B.S. (Biological Sciences)
1990-1995
Shannon Main Skills
- Executive Pay
- 401k
- Pensions
- Mutual Funds
- Series 7
- Investment Advisory
- Investments
- Series 63
- Wealth Management
- Retirement Plan Consulting
- Financial Services
- Asset Management
- Asset Allocation
- Series 65
- Portfolio Management
- Retirement
- Insurance
- Employee Benefits
- Defined Benefit
- Risk Management
- Strategic Financial Planning
- Retirement Planning
- IRAs
- Series 6
- Fixed Annuities
- Securities
- ERISA
- Financial Planning
- 401(k) Retirement Savings Plans
- Sales
- Program Management
- Leadership
- Project Management
- Human Resources
- 401k Retirement Savings Plans
- Finance
- 401 Retirement Savings Plans
Shannon Main Summary
- Shannon Main, based in California, United States, is currently a Regional Growth Leader at World Investment Advisors (formerly Pensionmark). Shannon Main brings experience from previous roles at Pensionmark/Fiduciary Retirement Advisory Group, LLC, Penniall & Associates, Inc., USi and Associated Securities. Shannon Main holds a 1990 - 1995 B.S. in Biological Sciences @ UC Irvine. With a robust skill set that includes Executive Pay, 401k, Pensions, Mutual Funds, Series 7 and more. Shannon Main has 1 emails and 1 mobile phone numbers on RocketReach.
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