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
- now CEO, Partners in Planning | Financial Advisor @
- 2005 -2012 Financial Advisor and Director of Financial Services @
- 2002 -2005 Financial Advisor @
- 1999 -2002 Operations and Controls Manager @
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 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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