Shawn McGrane Email & Phone Number
Partner, Retirement Plan Consultant @ Creative Planning Retirement Services
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Shawn McGrane Location
- Hartford, CT, US
Shawn McGrane Work
- 2022 -now Partner, Retirement Plan Consultant @
- 2021 -2022 Assistant Vice President Account Executive @ Lockton Retirement Services
- 2018 -2021 Relationship Director @
- 2013 -2018 Relationship Manager @
- 2013 -2013 Regional Sales Consultant - Retirement Services @
- 2011 -2013 401k Regional Sales Consultant @
- 2010 -2011 Sales Support Assistant @
Shawn McGrane Education
- University of Hartford
Master of Business Administration (M.B.A.) (Finance)
2013-2016 - University of Tampa - John H. Sykes College of Business
B.S. (Finance)
2006-2008 - Central Connecticut State University
(Accounting)
2004-2006 - University of Tampa
Bachelor of Science - BS (Finance, General)
Shawn McGrane Skills
- 401k
- Series 6
- Series 63
- Retirement
- Sales
- Mutual Funds
- Sales Operations
- Retirement Planning
- Insurance
- Financial Services
- Employee Benefits
- Relationship Management
- Strategic Financial Planning
- Investments
- Asset Allocation
- FINRA
- Series 7
- Strategic Planning
- Marketing
- PowerPoint
- Investment Properties
- Real Estate
Shawn McGrane Summary
- Shawn McGrane, based in Hartford, CT, US, is currently a Partner, Retirement Plan Consultant at Creative Planning Retirement Services. Shawn McGrane brings experience from previous roles at Lockton Retirement Services, OneAmerica, MassMutual and MassMutual Financial Group. Shawn McGrane holds a 2013 - 2016 Master of Business Administration (M.B.A.) in Finance @ University of Hartford. With a robust skill set that includes 401k, Series 6, Series 63, Retirement, Sales and more. Shawn McGrane has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Shawn McGrane?
Find contact details for 700 million professionals.
Top Creative Planning Retirement Services Employees
Vincent Allegra
Partner and Managing Director
Hinsdale, IL, US
Christopher Pohlman
Managing Director
Chicago, IL, US
Tom Simonson
Partner and Managing Director
Charlotte, NC, US
Thomas Clark
Partner, Retirement Services
Forest Hill, MD, US
Meredith Moore
Senior Consultant
Houston, TX, US
Rick Unser
Partner and Managing Director
Hermosa Beach, CA, US
Daniel Clements
Consultant
Fairfax Station, VA, US
Cameron Wrennall
Managing Director
Tampa, FL, US
Courtney Stroope
Partner, Managing Director
Dallas, TX, US
Shawn McGrane
Partner, Retirement Plan Consultant
Hartford, CT, US
Tyler Saam
Senior Consultant
Chicago, IL, US
Bryan Spencer
Consultant - Financial Wellness
Las Vegas, NV, US
Michael Stevens
Partner and Senior Retirement Plan Consultant
Washington, DC, US
Paul Nacario
Partner and Managing Director
Scottsdale, AZ, US
Ana Ulicevic
Partner, Senior Consultant
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co