Shaun Williams Email & Phone Number
Financial Advisor @ Valeo Financial Advisors LLC
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Shaun Williams Location
- Carmel, IN, US
Shaun Williams Work
- Financial Advisor @ (August 2025 - Present)
- Wealth Management Advisor @ (January 2025 - June 2025)
- Associate, Family Office Advisory @ (July 2023 - January 2025)
- Senior Analyst, Family Office Advisory @ (July 2022 - July 2023)
- Private Wealth Advisor @ (December 2018 - May 2022)
- Analyst, Family Office @ (October 2018 - October 2018)
- Financial Consultant Partner @ (August 2016 - September 2018)
- Financial Consultant Academy @ (February 2015 - July 2016)
- Junior Stockbroker and Intern @ First Colonial Group (June 2014 - August 2014)
- Assistant Station Manager @ Kaspar Broadcasting Co., Inc (May 2011 - August 2011)
Shaun Williams Education
- Northwestern University
School of Professional Studies
2017-2018 - Indiana University Kokomo
Bachelor of Science (B.S.) in Business (Finance and Economics)
2012-2014
Shaun Williams Skills
- Leadership
- Private Equity
- FINRA
- Management
- Derivatives
- Emerging Markets
- Investments
- Bloomberg
- Trading
- ETFs
- Finance
- Economics
- Point and Figure Analysis
- Asset
- Financial Economics
- Passion for Success
- Strategy
- Equity Research
Shaun Williams Summary
- Shaun Williams, based in Carmel, IN, US, is currently a Financial Advisor at Valeo Financial Advisors LLC. Shaun Williams brings experience from previous roles at Destination Wealth Management, ICONIQ Capital and Wealth Planning Network. Shaun Williams holds a 2017 - 2018 School of Professional Studies @ Northwestern University. With a robust skill set that includes Leadership, Private Equity, FINRA, Management, Derivatives and more. Shaun Williams has 1 emails and 8 mobile phone numbers on RocketReach.
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