Profiel
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.
Eerdere bekende functies van Mark Alan Shane
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portfolio Manager-Equities | 01-01-2022 |
Opleiding van Mark Alan Shane
| University of Kansas | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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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 |
