Shawn Roberts Email & Phone Number
Investment Operations Manager @ Schechter
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Shawn Roberts Location
- Riverton, WY, US
Shawn Roberts Work
- Investment Operations Manager @ (February 2026 - Present)
- Client Services Representative @ (April 2023 - March 2026)
- Onboarding Team Associate @ (May 2022 - April 2023)
- Client Service Associate @ (April 2021 - May 2022)
- Field Technician @ (May 2018 - June 2021)
- AVP Relationship Manager @ (May 2017 - May 2018)
- Associate Vice President, Supervisor @ (January 2016 - January 2017)
- Team Lead - Managed Account Services @ (May 2015 - January 2016)
- Operations Specialist @ (June 2014 - May 2015)
- Junior Operations Specialist @ (May 2014 - December 2014)
- Janitor @ (August 2012 - May 2014)
- Janitor and Lawncare @ School District (May 2005 - July 2011)
Shawn Roberts Education
- University of Wyoming
Bachelors of Science (Finance, General)
2010-2014 - Central Wyoming College
Associate of Science (A.S.) (Mathematics)
2008-2010
Shawn Roberts Skills
- AutoCAD
- Business Process
- Business Process Improvement
- C
- C++
- Charles Schwab
- Customer Service
- Customer Service Representatives
- Customer Support
- English
- Event Planning
- Fidelity
- Finance
- Financial Services
- Goldman Sachs
- HTML
- Java
- Leadership
- Management
- Matlab
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Migration Projects
- Open Accounts
- Pershing
- Photoshop
- PowerPoint
- Problem Solving
- Process Improvement
- Product Development
- Product Marketing
- Project Management
- Project Planning
- Public Relations
- Public Speaking
- Raymond James
- Research
- Retirement Planning
- Social Media
- Strategic Planning
- Team Leadership
- Teamwork
- Time Management
- Trading
- Visual Basic for Applications (VBA)
- Windows
Shawn Roberts Summary
- Shawn Roberts, based in Riverton, WY, US, is currently a Investment Operations Manager at Schechter. Shawn Roberts brings experience from previous roles at Schechter, Dynamic Advisor Solutions, Ashton Thomas Private Wealth and Pioneer Natural Resources Company. Shawn Roberts holds a 2010 - 2014 Bachelors of Science in Finance, General @ University of Wyoming. With a robust skill set that includes AutoCAD, Business Process, Business Process Improvement, C, C++ and more. Shawn Roberts has 1 emails and 1 mobile phone numbers on RocketReach.
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