Shana Eagle Hurt, Cfp® Email & Phone Number

North Carolina, United States

New York, Ny, Us

Money is incredibly personal -- and often emotional. My role is to help our clients make wise decisions, knowing that your decisions can have a lasting impact on your life as well as on your children and grandchildren for many years to come. Albert Einstein once said, "Strive not to be a success, but rather to be of value." I hope our clients will always think of me as someone who has provided an extra measure of value.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed, go to https://advisor.morganstanley.com/the-fenimore-hurt-group

Winston-Salem, Nc, Us

Evanston, Il, Us

Kernersville, North Carolina, Us

San Francisco, California, Us

Lead multidisciplinary team of sales, relationship managers, investment professionals and operations personnel to design and implement an average of 16 corporate rabbi trusts per year (150+ trusts in total) containing $6.8B in assets for nonqualified deferred compensation plans for Fortune 2000 corporations contemplating a change of control event. Directed 117 change of control transactions totaling $5.9B in assets, leading the nation and six times more than nearest industry competitor, by partnering with multiple bank channels and targeting national law firms for referrals. Won 17 new clients, who immediately experienced a change of control, by focusing on growth industries and presenting at trade shows, conferences and professional organizations.Grew top-line recurring revenue by 23% ($7.3M) from 2007-2017 by leveraging corporate cost models / client profitability software and negotiating fees reflective of Wells Fargo’s additional responsibilities.Relationship Manager for five largest and most complex post-change of control clients, retaining business totaling $2.9B (15% of business unit’s assets) and $1.7M in revenue (7.8% of business unit’s revenue), by recommending and delivering customized solutions via in-depth consultation and identifying best practice strategies.Authored ‘Change of Control Trends’ marketing piece which was circulated to 50+ national law firms in 2014, resulting in 14% ($260k) of business unit’s new revenue in 2015. Repositioned Wells Fargo from page 15 to page 1 in public search engines (Google; Bing; Yahoo!) by initiating and leading internet presence optimization project, and modifying marketing materials to contain retirement industry buzz words / key phrases. Design & implement short term and long term investment strategies for 94 clients / $5.1B in assets by assessing asset types (mutual funds, stocks, bonds, insurance) liabilities (defined benefit / defined contribution), funding levels and liquidity needs.

San Francisco, California, Us

Top sales person in 2006, generating $1.6M in new, recurring revenue. Exceeded goal by 50% while holding two positions simultaneously: Sales and Legal, Compliance & Risk.

San Francisco, California, Us

Lead and counsel senior management on creative and practical solutions to retain business and mitigate risk by designing and building service blueprints and template documents and collaborating with General Counsel / Compliance / Risk Management corporate divisions. Blueprints and templates continue to be utilized.Negotiate, draft, interpret and enforce complex legal documents with Fortune 2000 clients, outside counsel, independent consultants and third party administrators. Documents include rabbi /grantor trusts, nonqualified plans, recordkeeping agreements, vendor contracts, paying agency agreements, confidentiality and nondisclosure agreements, corporate owned life insurance contracts and investment management agreements.

San Francisco, California, Us

Dual role of sales/relationship manager for 52 clients and attorney position for business unit’s 300+ clients.

Winston-Salem, Nc, Us

Supervise 15 paralegals’ work product and 8 nurse analysts’ medical research to develop and coordinate legal strategy of national and local counsel for smoking & health class action law suit.

Analyze commercial real-estate leases for pertinent legal provisions and identify conflicting contract provisions.

Atlanta, Us

Analyze and summarize U.S. Supreme Court's holdings and opinions within a matter of minutes after release to facilitate CNN's live broadcasts of breaking news.

Acquired two full-time jobs on own initiative in London: as Administrative Assistant to CFO of Woolworths, a Long-based international retail corporation and in the Human Resource office of a private British health care group

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History