Shane Phillips
Portfolio Manager, Financial Advisor at Provenance Wealth Advisors | Miami-Fort Lauderdale Area
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Portfolio Manager, Financial Advisor at Provenance Wealth Advisors in December 2014 to Present
Financial Analyst at Merrill Lynch in November 2013 to December 2014
Portfolio Analyst at Robert W. Baird & Co. in June 2011 to August 2013
Mutual Fund Specialist at US Bancorp Fund Services in April 2010 to June 2011
Financial Fellowship Intern at MetLife in June 2009 to July 2009
Sales Intern at Citi in September 2008 to May 2009
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University of Wisconsin-Madison, Bachelor of Science (BS), January 2005 to January 2009
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Equities
Alternative Investments
Due Diligence
Finance
Asset Management
Financial Advisory
Investments
Portfolio Management
Mutual Funds
Asset Allocation
Wealth Management
Relationship Management
Financial Services
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Discover more about Provenance Wealth AdvisorsWhat is Shane Phillips email address?
Email Shane Phillips at [email protected]. This email is the most updated Shane Phillips's email found in 2026.
What is Shane Phillips phone number?
Shane Phillips phone number is 305-960-1287 and 305-379-8888.
How to contact Shane Phillips?
To contact Shane Phillips send an email to [email protected]. If you want to call Shane Phillips try calling on 305-960-1287 and 305-379-8888.
What company does Shane Phillips work for?
Shane Phillips works for Provenance Wealth Advisors
What is Shane Phillips's role at Provenance Wealth Advisors?
Shane Phillips is Portfolio Manager, Financial Advisor
What industry does Shane Phillips work in?
Shane Phillips works in the Financial Services industry.
Shane Phillips Email Addresses
Shane Phillips Phone Numbers
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