Pete Shannon, Cfa, Cfp® Email and Phone Number
Pete Shannon, Cfa, Cfp® work email
- Valid
- Valid
Pete Shannon, Cfa, Cfp® personal email
Pete Shannon, Cfa, Cfp® phone numbers
20 years of experience in investment portfolio construction, financial engineering, risk quantification and portfolio analytics. I have designed and delivered numerous business solutions for large institutional clients, improving insight to investment risks and ensuring regulatory and fiduciary compliance. From that experience, I transformed our business into a Registered Investment Adviser and personal wealth management and retirement plan advisory firm, bringing institutional-quality risk management techniques to individual investing. From asset management to retail and commercial banking to private investment management, I have spent my career finding solutions to complex financial problems. Our firm, eBIS, partners with clients to provide solutions for investment growth.Specialties: investment management, financial planning, portfolio risk management, fiduciary consulting and education, 401(k) 403(b) 457 investment plan management, defined contribution pension plan fiduciary, private wealth management, financial risk management, regulatory compliance, risk quantification & mitigation strategies, profitability analytics, data modeling
-
PresidentEbis, Inc. Jul 2001 - PresentGreater San Diego AreaFounded Registered Investment Adviser focusing on investment management, financial planning, and retirement plan fiduciary services. With a specialty in risk quantification and management, we build regulatory-compliant investment solutions, with numerous successful clients both internationally and domestically. Building on over 15 years of successful institutional risk management advisory experience, we deliver investment portfolios tailored to the specific tax circumstances, risk tolerance, and return needs of each client. eBIS delivers custom investment solutions to both individuals and endowments, foundations, and corporations, including qualified defined contribution pension plans such as 401(k), 403(b) and 457 plans. For details, see www.ebis.biz -
Portfolio ManagerDowling & Yahnke Wealth Management 2011 - 2012San Diego, CaManaged complex investment portfolios for high net worth individuals and endowments/foundations, tailoring investment selection to a client's risk tolerance, investment horizon, and tax circumstances. Served on the Investment Committee, guiding firm-wide investment and asset allocation strategy. Co-authored the firm's investment newsletter, distributed quarterly to over 750 clients.
-
Product LeadOracle 1998 - 2001Involved in development, release, and early adopter client support for EPM 8 product, focusing on quantification of market and credit risk in institutional investment porfolios. Led implementation efforts at Commonwealth Bank of Australia, DBS bank, and Washington Mutual. -
Project DirectorFranklin Templeton Investments 1996 - 1998San Mateo, CaHelped shape and build an internal consulting practice at one of the largest mutual fund companies in America. Reporting to the CFO, our Program Management Office spearheaded and managed the company's top strategic initiatives. Delivered business solutions in the areas of investment product analytics, multi-dimensional assets under management reporting, and general ledger reconciliation automation. -
Commodities TraderInternational Raw Materials Ltd. 1994 - 1995Philadelphia, PaCommodities trader in synthetic materials and industrial chemicals. Logistics risk manager, overseeing freight and marine transport to clients in East Asia.
Pete Shannon, Cfa, Cfp® Skills
Pete Shannon, Cfa, Cfp® Education Details
-
Cfp BoardCertified Financial Planner (Cfp®) -
Cfa InstituteFinance
-
Business & Finance -
La Jolla High School
-
The Bishop'S School
Frequently Asked Questions about Pete Shannon, Cfa, Cfp®
What company does Pete Shannon, Cfa, Cfp® work for?
Pete Shannon, Cfa, Cfp® works for Ebis, Inc.
What is Pete Shannon, Cfa, Cfp®'s role at the current company?
Pete Shannon, Cfa, Cfp®'s current role is President, eBIS, Inc. | Retirement Plan Fiduciary | Investment Management & Financial Planning | Portfolio Risk Manager.
What is Pete Shannon, Cfa, Cfp®'s email address?
Pete Shannon, Cfa, Cfp®'s email address is pe****@****bis.biz
What is Pete Shannon, Cfa, Cfp®'s direct phone number?
Pete Shannon, Cfa, Cfp®'s direct phone number is +191777*****
What schools did Pete Shannon, Cfa, Cfp® attend?
Pete Shannon, Cfa, Cfp® attended Cfp Board, Cfa Institute, Franklin & Marshall College, La Jolla High School, The Bishop's School.
What skills is Pete Shannon, Cfa, Cfp® known for?
Pete Shannon, Cfa, Cfp® has skills like Financial Risk Management, Data Modeling, Portfolio Management, Risk Management, Banking, Wealth Management, Fiduciary Services, Pension Consulting, Pension Education, Retirement Plan Consulting, Investment Management, Financial Planning.
Who are Pete Shannon, Cfa, Cfp®'s colleagues?
Pete Shannon, Cfa, Cfp®'s colleagues are Chuck Wiley.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial