Shayne Lester Email & Phone Number
CEO, Partners in Planning | Financial Advisor @ Raymond James
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Shayne Lester Location
- Norman, OK, US
Shayne Lester Work
- CEO, Partners in Planning | Financial Advisor @
- Financial Advisor and Director of Financial Services @ (May 2005 - March 2012)
- Financial Advisor @ (October 2002 - May 2005)
- Operations and Controls Manager @ (October 1999 - August 2002)
Shayne Lester Education
- Oklahoma City University
Business Administration
Shayne Lester Skills
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Investments
- Retirement
- Estate Planning
- Financial Advisory
- Mutual Funds
- Financial Services
- Asset Management
- Securities
- Insurance
- Life Insurance
- IRAs
- Disability Insurance
- Pensions
- Strategy
- Finra
- Certified Financial Planner
- Training
- Strategic Planning
- Microsoft Office
Shayne Lester Summary
- Shayne Lester, based in Norman, OK, US, is currently a CEO, Partners in Planning | Financial Advisor at Raymond James. Shayne Lester brings experience from previous roles at Eide Bailly LLP, MassMutual Financial Group and Prudential Financial. Shayne Lester holds a Business Administration @ Oklahoma City University. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Wealth Management, Investments, Retirement and more. Shayne Lester has 2 emails and 1 mobile phone numbers on RocketReach.
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