Shane Twomey Email & Phone Number

Washington, DC, US

Washington DC-Baltimore Area

Providing business exit consulting to entrepreneurs and executives to help them maximize their net outcome. I take my clients through a well defined process where I serve as a trusted advisor to develop strategies for their personal and business finances prior to the exit process. I assist them in determining what type of seller they are and which type of.

Washington D.C. Metro Area

Raised capital for private real estate development firms. Created and executed business development strategies to highlight their unique value propositions. Developed capital raising partnerships with investment firms and family offices.

Developed a new capability within the non-profit organization offering family office solutions for the donor community, consisting of the top business leaders in the country.Bringing together the top resources from Koch industries and family office professionals throughout the country to deliver trusted solutions to the donor community.

Washington D.C. Metro Area

Successfully led the expansion into the DC market for a high net-worth financial planning firm specializing in entrepreneurs, executives, and professional athletes. Identified opportunities unique to the DC area market and developed a marketing strategy to capture those opportunities.

Great Falls, VA

Led as the Managing Director in charge of client acquisition and marketing for a boutique high net worth asset management firm. Created a marketing strategy to penetrate new client segments through social media, strategic speaking engagements and panel presentations. Developed and taught summer financial management and investment classes for youth in the.

Washington D.C. Metro Area

Led the business of the DC and Maryland area that was composed of eight branches and over 110 million in revenue. Oversaw the professional development and performance of 300 professionals, developing revenue targets and business plans for all the branch offices ensuring they had resources to achieve targets.

Washington D.C. Metro Area

Led the supervision of sales, operations and compliance of the largest complex in Morgan Stanley.Attained the 2009 Morgan Stanley Guardianship Award; led the management team that was recognized as the best in the firm as selected by senior management. Achieved the best audit rating ever for the complex in 2007 and again in 2008

Bethesda, MD

Bethesda, MD

Reston, VA

Bachelor Of Arts (B.A.), Business Administration And Management

Education record