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Alan Shaw Email & Phone Number
Risk Analyst III
at
Avantax®
2 work emails found
@1stglobal.com
3 phones found area 214
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Alan Shaw? Overview
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Quick answer
Alan Shaw is listed as Risk Analyst III at Avantax®, based in Carrollton, Texas, United States. AeroLeads shows a work email signal at 1stglobal.com, phone signal with area code 214, and a matched LinkedIn profile for Alan Shaw.
Alan Shaw previously worked as Project Manager/Business Analyst at Wentworth Management Services and Platform Consultant III at Avantax Wealth Management℠. Alan Shaw holds Bachelor Of Arts (Ba), Political Science And Government from University Of North Texas.
Company email context
Email format at Avantax®
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{first_initial}{last}@1stglobal.com
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AeroLeads found 2 current-domain work email signals for Alan Shaw. Compare company email patterns before reaching out.
Profile bio
About Alan Shaw
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc.Nonselling/Administrative Only: Does not work with members of the general public or present/discuss investments, investment strategies or provide advisory services to members of the general public.
Listed skills include Business Analysis, Financial Services, Sdlc, Investments, and 15 others.
Current workplace
Alan Shaw's current company
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8 roles
Alan Shaw work experience
A career timeline built from the work history available for this profile.
Risk Analyst Iii
CurrentWork with business and technology resources to mitigate or eliminate risk for the firm and our clients on small to large scale system or data projects.
Nov 2021 - Present
Project Manager/Business Analyst
Wentworth Management Services
As a project manager my role was to facilitate communications, scope and implementation for a multi vendor project related to the the conversion and implementation of a new CRM, new account opening platform, data collection, forms library, document workflow and a new compensation system. I also acted as a project manager for the conversion of a SharePoint solution to a vendor managed WORM compliant system. As a business analyst I was tasked with creating a gap analysis of currently used systems for a newly acquired B/D.
Feb 2021 - Jun 2021
Platform Consultant Iii
1st Global was bought by Blucora in May of 2019, and merged with HD Vest officially in October of 2019. My role as a business analyst was to help with the transition on several fronts - transition of operations, clearing firm activities and certain finance functions, as well as an end-to-end system testing project. After the transition to Avantax was complete I moved to a product ownership role for a vendor built back office system, responsible for the collection and storing of client/account data and compensation activities.
Oct 2019 - Feb 2021
Business Systems Analyst
1St Global
Provide business and systems analysis on small to large scale system projects.
Jun 2006 - Oct 2019
Business Systems Analyst
Provided business and systems analysis on small to large scale system projects.
Nov 2002 - Mar 2006
Corporate Rollover Specialist
Acted as a Business Analyst on system projects and helped move 401k monies to retirement accounts.
Nov 1995 - Oct 2002
Senior Project Consultant
Acted as a consultant on system projects for the Countrywide/KB Homes venture.
Mar 2002 - May 2002
1 education record
Alan Shaw education
FAQ
Frequently asked questions about Alan Shaw
Quick answers generated from the profile data available on this page.
What company does Alan Shaw work for?
Alan Shaw works for Avantax®.
What is Alan Shaw's role at Avantax®?
Alan Shaw is listed as Risk Analyst III at Avantax®.
What is Alan Shaw's email address?
AeroLeads has found 2 work email signals at @1stglobal.com for Alan Shaw at Avantax®.
What is Alan Shaw's phone number?
AeroLeads has found 3 phone signal(s) with area code 214 for Alan Shaw at Avantax®.
Where is Alan Shaw based?
Alan Shaw is based in Carrollton, Texas, United States while working with Avantax®.
What companies has Alan Shaw worked for?
Alan Shaw has worked for Avantax®, Wentworth Management Services, Avantax Wealth Management℠, 1St Global, and Clark Consulting.
How can I contact Alan Shaw?
You can use AeroLeads to view verified contact signals for Alan Shaw at Avantax®, including work email, phone, and LinkedIn data when available.
What schools did Alan Shaw attend?
Alan Shaw holds Bachelor Of Arts (Ba), Political Science And Government from University Of North Texas.
What skills is Alan Shaw known for?
Alan Shaw is listed with skills including Business Analysis, Financial Services, Sdlc, Investments, 401K, Requirements Analysis, Visio, and Software Project Management.
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