Associate Financial Advisor
Current
Oct 2024 - Present
AeroLeads people directory · profile
Shane Coen Email & Phone Number
Associate Financial Advisor
at
HUB Wealth Strategies
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Who is Shane Coen? Overview
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Quick answer
Shane Coen is listed as Associate Financial Advisor at HUB Wealth Strategies, based in United States. AeroLeads shows a matched LinkedIn profile for Shane Coen.
Shane Coen previously worked as Wealth Management Co-op at O'Brien Wealth Partners Llc and Investment Marketing Co-op at Gmo. Shane Coen holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Northeastern University.
Company email context
Email format at HUB Wealth Strategies
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HUB Wealth Strategies
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Profile bio
About Shane Coen
I am a proud graduate of Northeastern University who recently started a role as an associate financial advisor. As an aspiring financial advisor, I am looking to further develop my skills in this space, while applying my learning and past experiences to this new opportunity.
Current workplace
Shane Coen's current company
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4 roles
Shane Coen work experience
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Wealth Management Co-Op
• Directly supported our CEO, five lead advisors, and four associate advisors • Prepared presentations and financial projections for client meetings• Attended client onboarding meetings and regular client check-in meetings• Helped develop and expand our company’s marketing strategy• Filled out and filed client paperwork and required documentation
Jul 2023 - Apr 2024
Investment Marketing Co-Op
• Worked on the request for proposal (RFP) team, responding to client questionnaires and deliverables• Took a lead role integrating Loopio, our team’s new RFP tool• Worked with portfolio managers, lead strategists, traders, legal and compliance teams to fill out RFPs• Took over full coverage for an associate on the team during quarter-end while they were out of office• Set-up and facilitated the annual client conference for over 1,000 GMO clients• Updated RFP databases (Evestment, Morningstar, PSN, etc.) on a monthly and quarterly basis
Jul 2022 - Dec 2022
Financial Assistant
Sigilon Therapeutics, Inc.
• Managed accounts payable inbox, processed invoices, and reconciled cash accounts daily • Footed the company’s 10-Q reports to ensure accuracy• Helped prepare the 2022-2023 company-wide budget projections with the CFO• Worked with business line leaders for quarterly purchase order reviews
Jul 2021 - Feb 2022
2 education records
Shane Coen education
Bachelor Of Business Administration - Bba, Finance And Financial Management Services
High School Diploma
FAQ
Frequently asked questions about Shane Coen
Quick answers generated from the profile data available on this page.
What company does Shane Coen work for?
Shane Coen works for HUB Wealth Strategies.
What is Shane Coen's role at HUB Wealth Strategies?
Shane Coen is listed as Associate Financial Advisor at HUB Wealth Strategies.
Where is Shane Coen based?
Shane Coen is based in United States while working with HUB Wealth Strategies.
What companies has Shane Coen worked for?
Shane Coen has worked for Hub Wealth Strategies, O'Brien Wealth Partners Llc, Gmo, and Sigilon Therapeutics, Inc..
How can I contact Shane Coen?
You can use AeroLeads to view verified contact signals for Shane Coen at HUB Wealth Strategies, including work email, phone, and LinkedIn data when available.
What schools did Shane Coen attend?
Shane Coen holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Northeastern University.
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