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Shane M. | Elance
 
176985602337900
Last Sign-in: May 14, 2014

Shane M.

   United States

Overview

Joined New York Life in 2013 as a Portfolio Specialist for Eagle Strategies, NYL's RIA. Before joining the Company, I served as the Director of Investment Consulting at Independent Portfolio Consultants, where I was responsible for the firm-wide asset raise as well as the consultative investment advice and manager recommendations provided to the firm’s high-net-worth and institutional clients. Through my responsibility as Director of Investment Consulting, I presented investment solutions to prospective clients throughout the country while...

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Skills (10)

Tested
Investment Strategies
Wealth Management
Holistic Financial Planning
Investments
Asset Allocation
Mutual Funds
Securities
Portfolio Management
Asset Managment
Equities

Employment

New York Life Insurance Company
Corporate Vice President - Wealth Management
2013 - Present
Independent Portfolio Consultants
Director of Investment Consulting
2011 - 2013
• Responsible for firm-wide asset raise and consulting effort • Developed firm's yearly investment themes that drove client recommendations • Wrote monthly market/investment commentary • Oversight...
Independent Portfolio Consultants
Consultant
2004 - 2011
• Responsible for the development of consulting processes and firm recommendations • Direct management of four employees within Marketing/Consulting Department. • Developed and head firm’s...

Education

St. Thomas Aquinas HS
Dipolma
-
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
-
Amherst College
BA
-
Overview  |  Job History  |  Resume/C.V.

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Identity
Username
Morrow52
Type
Individual
Member Since
May 2014
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Shane M. | Elance

Shane M.