Shane Dunican, Cfp®, Ea
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Shane Dunican, Cfp®, Ea Email & Phone Number

Financial Advisor at Moneta
Location: Denver, Colorado, United States 4 work roles 2 schools
1 work email found @monetagroup.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@monetagroup.com
LinkedIn Profile matched
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Current company
Moneta
Role
Financial Advisor
Location
Denver, Colorado, United States
Company size
605 employees

Who is Shane Dunican, Cfp®, Ea? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Shane Dunican, Cfp®, Ea is listed as Financial Advisor at Moneta, a company with 605 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at monetagroup.com and a matched LinkedIn profile for Shane Dunican, Cfp®, Ea.

Shane Dunican, Cfp®, Ea previously worked as Senior Client Service Manager at Moneta and Client Service Manager at Moneta Group. Shane Dunican, Cfp®, Ea holds Bsba, Business Economics from University Of Arizona - Eller College Of Management.

Company email context

Email format at Moneta

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*@monetagroup.com
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AeroLeads found 1 current-domain work email signal for Shane Dunican, Cfp®, Ea. Compare company email patterns before reaching out.

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Profile bio

About Shane Dunican, Cfp®, Ea

Senior Client Service Manager at Moneta, an independent, fee-only registered investment advisor. Moneta provides full service support in tax and financial planning (including business planning, estate planning, cash flow planning, investment management, risk management, retirement planning and more).

Listed skills include Microsoft Excel, Customer Service, Financial Literacy Training, Public Speaking, and 17 others.

Current workplace

Shane Dunican, Cfp®, Ea's current company

Company context helps verify the profile and gives searchers a useful next step.

Moneta
Moneta
Financial Advisor
Denver, CO, US
Website
monetagroup.com
Employees
605
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Company profile
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4 roles

Shane Dunican, Cfp®, Ea work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Moneta

Denver, CO, US

Senior Client Service Manager

Current
Moneta

Denver, Colorado, United States

Aug 2022 - Present

Client Service Manager

Moneta Group

Denver, Colorado, United States

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. The firm was ranked among the nation’s Top 10 independent RIAs by Barron’s for its combination of quality and scale in 2018, 2019 and 2020. Moneta’s.

Aug 2020 - Aug 2022

Raskob Kambourian

Raskob Kambourian Financial Advisors, Ltd

Raskob Kambourian is a fee only financial planner and tax preparer. They serve individuals, small businesses, and institutional clients.

Jun 2018 - May 2020
Team & coworkers

Colleagues at Moneta

Other employees you can reach at monetagroup.com. View company contacts for 605 employees →

LW Linda Weber Linda Weber Colleague at Moneta Eureka, Missouri, United States, United States View → LP Lori P. Lori P. Colleague at Moneta St Louis, Missouri, United States, United States View → MR Matt Ring, Cpa, Cfp®, Aif® Matt Ring, Cpa, Cfp®, Aif® Colleague at Moneta Greater St. Louis, United States View → MS Matt Sallaberry, Cepa, Cfp® Matt Sallaberry, Cepa, Cfp® Colleague at Moneta St Louis, Missouri, United States, United States View → LM Lisa Mason Lisa Mason Colleague at Moneta St Louis, Missouri, United States, United States View → AG Andy Glenn, Cfa, Cfp® Andy Glenn, Cfa, Cfp® Colleague at Moneta Greater St. Louis, United States View → NH Nikelia Haines Nikelia Haines Colleague at Moneta St Louis, Missouri, United States, United States View → MM Michaela Mason, Msw, Mba Michaela Mason, Msw, Mba Colleague at Moneta Greater St. Louis, United States View → KG Kenny Gilmore Kenny Gilmore Colleague at Moneta Cumming, Georgia, United States, United States View → CK Chris Kamykowski, Cfa, Cfp® Chris Kamykowski, Cfa, Cfp® Colleague at Moneta St Louis, Missouri, United States, United States View →
2 education records

Shane Dunican, Cfp®, Ea education

Bsba, Business Economics

University Of Arizona - Eller College Of Management

Bsba, Finance, General

University Of Arizona

Activities and Societies: BSBA with an emphasis in Business Economics Minor in Personal and Family Financial Planning

FAQ

Frequently asked questions about Shane Dunican, Cfp®, Ea

Quick answers generated from the profile data available on this page.

What company does Shane Dunican, Cfp®, Ea work for?

Shane Dunican, Cfp®, Ea works for Moneta.

What is Shane Dunican, Cfp®, Ea's role at Moneta?

Shane Dunican, Cfp®, Ea is listed as Financial Advisor at Moneta.

What is Shane Dunican, Cfp®, Ea's email address?

AeroLeads has found 1 work email signal at @monetagroup.com for Shane Dunican, Cfp®, Ea at Moneta.

Where is Shane Dunican, Cfp®, Ea based?

Shane Dunican, Cfp®, Ea is based in Denver, Colorado, United States while working with Moneta.

What companies has Shane Dunican, Cfp®, Ea worked for?

Shane Dunican, Cfp®, Ea has worked for Moneta, Moneta Group, and Raskob Kambourian Financial Advisors, Ltd.

Who are Shane Dunican, Cfp®, Ea's colleagues at Moneta?

Shane Dunican, Cfp®, Ea's colleagues at Moneta include Linda Weber, Lori P., Matt Ring, Cpa, Cfp®, Aif®, Matt Sallaberry, Cepa, Cfp®, and Lisa Mason.

How can I contact Shane Dunican, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Shane Dunican, Cfp®, Ea at Moneta, including work email, phone, and LinkedIn data when available.

What schools did Shane Dunican, Cfp®, Ea attend?

Shane Dunican, Cfp®, Ea holds Bsba, Business Economics from University Of Arizona - Eller College Of Management.

What skills is Shane Dunican, Cfp®, Ea known for?

Shane Dunican, Cfp®, Ea is listed with skills including Microsoft Excel, Customer Service, Financial Literacy Training, Public Speaking, Time Management, Teamwork, Leadership, and Microsoft Office.

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