Shane Xenes
Financial Services Representative at Morgan Stanley | Syracuse, New York, United States
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Shane Xenes is a dedicated Retirement Plan Specialist at Raymond James Financial, where he leverages his expertise in data analysis and process management to enhance retirement plan offerings for clients. With a strong focus on customer satisfaction, Shane plays a pivotal role in researching and implementing innovative strategies that align with the evolving needs of clients. His collaborative approach allows him to work closely with financial advisors, ensuring comprehensive support for clients’ retirement plans and fostering a seamless experience throughout the enrollment process.
One of Shane's key projects involves conducting in-depth reviews and updates of retirement plan documents, which not only ensures compliance but also enhances the clarity and accessibility of information for clients. His commitment to employee education is evident in the engaging sessions he leads, where he demystifies retirement benefits and guides participants through the enrollment procedures. By promoting a deeper understanding of these benefits, Shane empowers employees to make informed decisions about their financial futures.
Shane’s proficiency in risk management and quality assurance, combined with his Six Sigma Green Belt certification, enables him to identify potential challenges and implement effective solutions that enhance operational efficiency. His agile project management skills further contribute to his ability to adapt strategies in a dynamic financial landscape, ensuring that both clients and stakeholders benefit from his proactive approach. With a passion for driving positive outcomes, Shane Xenes continues to make a significant impact in the retirement planning sector, positioning himself as a trusted resource for clients navigating their financial journeys.
Financial Services Representative at Morgan Stanley in December 2024 to Present
Retirement Plan Specialist at Raymond James Financial in October 2023 to December 2024
Financial Services Manager at Capital One in December 2014 to October 2023
Lead Vault Teller at Regions Bank in January 2011 to August 2013
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Florida Institute of Technology, Associate of Business Administration, July 2026
Florida Institute of Technology
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Retail Banking
Commercial Banking
Cross-functional Team Leadership
Financial advisor assistant
ACH Payments
Trade Fund Management
Account Management
Consulting
Customer Satisfaction
Operations Management
Coaching
Communication
Risk Management
Analytical Skills
Talent Acquisition
Project Management
Scrum
Quality Assurance
Quality Management
Quality Control
Quality Auditing
Process Management
Agile Project Management
Agile Methodologies
Six Sigma Green Belt
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Discover more about Morgan StanleyWhat is Shane Xenes email address?
Email Shane Xenes at [email protected] and [email protected]. This email is the most updated Shane Xenes's email found in 2026.
What is Shane Xenes phone number?
Shane Xenes phone number is 8134228111.
How to contact Shane Xenes?
To contact Shane Xenes send an email to [email protected] or [email protected]. If you want to call Shane Xenes try calling on 8134228111. (updated on August 26, 2024)
What company does Shane Xenes work for?
Shane Xenes works for Morgan Stanley
What is Shane Xenes's role at Morgan Stanley?
Shane Xenes is Financial Services Representative
What industry does Shane Xenes work in?
Shane Xenes works in the Financial Services industry.
Shane Xenes Email Addresses
Shane Xenes Phone Numbers
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