![Mark Alan Shane](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Anciens postes connus de Mark Alan Shane
| Sociétés | Poste | Fin |
|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance RFA builds personalized stock and bond portfolios efficiently and cost-effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, while adhering to fundamental asset allocation. The firm’s in-house research and analysis team monitors portfolio holdings each and every day, focusing on and carrying out the critical strategies and tasks outlined below. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Formation de Mark Alan Shane
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance RFA builds personalized stock and bond portfolios efficiently and cost-effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, while adhering to fundamental asset allocation. The firm’s in-house research and analysis team monitors portfolio holdings each and every day, focusing on and carrying out the critical strategies and tasks outlined below. | Finance |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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