Mark Alan Shane

Nessuna posizione attualmente

56 anni

Finance

Consumer Services

Profilo

Mr. Mark A.
Shane is a Vice President of Middle East at Reilly Financial Advisors LLC.
He manages wealth management services for clients living and working in the Middle East.
Mr. Shane has more than 16 years of experience in the financial services industry, with over 10 years in a supervisory capacity.
His range of knowledge spans from designing growth, income and capital preservation strategies for a wide variety of clients, to working with managed accounts, options and other alternative investments designed for sophisticated clients and complex portfolios.
He obtained a Bachelor of Arts in Philosophy from the University of Kansas.
He has earned the FINRA Series 7, 8, 31, 63 and 65 securities licenses, as well as insurance licenses for life, health and annuity products.

Precedenti posizioni note di Mark Alan Shane

Società	Posizione	Fine
Reilly Financial Advisors LLC Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans.	Gestore di Portafoglio-Azioni	01/01/2022

Vedi nel dettaglio l'esperienza di Mark Alan Shane

Formazione di Mark Alan Shane

University of Kansas

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Mark Alan Shane

Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	1
Reilly Financial Advisors LLC Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans.	Finance