Shane Topping Email and Phone Number
I love learning, meeting new people, and providing help for those in need. Currently studying Finance and Wealth Management at Michigan State. If you want to connect my email is toppingshane@gmail.com
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Lawn Care Business OwnerServices By ShaneRoyal Oak, Mi, Us
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Financial Advisor InternShotwell Rutter Baer Financial Planners Aug 2024 - PresentLansing, Michigan, United States• Prepared comprehensive client presentation materials, including slide decks with detailed reports on asset allocation, historical performance, and other portfolio updates.• Assisted in client meetings by observing and documenting key insights, gaining firsthand experience in advisory strategies and client interaction techniques.• Applied and expanded knowledge of diverse financial planning software and CRM platforms• Conducted research projects tailored to meet the specific needs… Show more • Prepared comprehensive client presentation materials, including slide decks with detailed reports on asset allocation, historical performance, and other portfolio updates.• Assisted in client meetings by observing and documenting key insights, gaining firsthand experience in advisory strategies and client interaction techniques.• Applied and expanded knowledge of diverse financial planning software and CRM platforms• Conducted research projects tailored to meet the specific needs of advisors Show less -
Lawn Care Business OwnerServices By Shane May 2016 - PresentRoyal Oak, Michigan, United States• Maintained over 30+ residential and commercial landscaping accounts weekly• Grossed over $75,000 in revenue since inception with close to a 90% profit margin• Curated a social media marketing campaign to retain over 100+ different landscape costumers• Used accrual accounting to accurately collect payments for the services provided • Analyzed and catered to the clients needs to maximize profits for the business
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Financial Advisor InternSavant Wealth Management Jun 2024 - Aug 2024Plymouth, Michigan, United States• Developed an Excel calculator that tracks client distributions to enhance the accuracy of client RMD status • Preformed in-depth portfolio reviews and prepared briefing materials to facilitate informed client discussions for the advisor.• Conducted 70+ tax analyses using Holistiplan to project tax implications of Roth conversions• Captured detailed notes and action items during client meetings, followed through on tasks, and optimized financial strategy implementation. -
Business Forward Economic Development Summer InternOakland Thrive May 2023 - Aug 2023Pontiac, Michigan, United States• Support Business Forward Consultants by analyzing past data to accurately provide referrals • Represent Oakland Thrive at local community lectures and speed networking events• Promoting and educating small businesses about B2B events in their community• Helping managers develop business intelligence plans so they can provide more detail to clients
Shane Topping Education Details
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Finance
Frequently Asked Questions about Shane Topping
What company does Shane Topping work for?
Shane Topping works for Services By Shane
What is Shane Topping's role at the current company?
Shane Topping's current role is Lawn Care Business Owner.
What schools did Shane Topping attend?
Shane Topping attended Michigan State University.
Not the Shane Topping you were looking for?
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Shane Topping
San Francisco Bay Area3stevens.edu, stevens.edu, workday.com1 (925) 9XXXXXXX
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