Shane Coley, Cfa, Caia, Cfp®

Shane Coley, Cfa, Caia, Cfp® Email and Phone Number

Director @ StepStone Private Wealth
Cincinnati, OH, US
Shane Coley, Cfa, Caia, Cfp®'s Location
Cincinnati, Ohio, United States, United States
Shane Coley, Cfa, Caia, Cfp®'s Contact Details

Shane Coley, Cfa, Caia, Cfp® work email

Shane Coley, Cfa, Caia, Cfp® personal email

n/a
About Shane Coley, Cfa, Caia, Cfp®

I am the external wholesaler for Macquarie Asset Management in Ohio, Kentucky, and West Virginia. Macquarie Asset Management offers equity and fixed income investment solutions to financial advisors. I live in Cincinnati, OH with my wife and two children. I enjoy tennis, golf, and spending time outdoors.I am a wine enthusiast and collector. I invite you to contact me via LinkedIn or to check out our website (www.delawarefunds.com), to explore how we can partner to facilitate the growth of your business.

Shane Coley, Cfa, Caia, Cfp®'s Current Company Details
StepStone Private Wealth

Stepstone Private Wealth

View
Director
Cincinnati, OH, US
Website:
stepstonepw.com
Employees:
73
Company phone:
+61 0423 677 767
Company email:
careers@macquarie.com
Shane Coley, Cfa, Caia, Cfp® Work Experience Details
  • Stepstone Private Wealth
    Director
    Stepstone Private Wealth
    Cincinnati, Oh, Us
    View
  • Macquarie Group
    Regional Director, Client Solutions Group
    Macquarie Group Jul 2015 - Present
    Sydney, Nsw, Au
    External Wholesaler and Regional Director of Macquarie Asset Management Client Solutions Group for Ohio, Kentucky, and West Virginia.The firm is set up in a multi-boutique structure, with an array of equity teams and one large fixed income team, all of which seek to deliver consistent, long-term performance.
    View
  • Eagle Asset Management
    Regional Vice President
    Eagle Asset Management Sep 2013 - Jul 2015
    Saint Petersburg, Florida, Us
    I represented Eagle Asset Management in Ohio and Pennsylvania for mutual funds and separately managed accounts. I worked with advisors and firms of all sizes to find the right investment solutions for their clients.
    View
  • Raymond James
    Senior Compliance Specialist
    Raymond James 2009 - Aug 2013
    St. Petersburg, Florida, Us
    View
  • Raymond James
    Internal Sales
    Raymond James 2008 - 2009
    St. Petersburg, Florida, Us
    Specialized in advanced life insurance planning and estate planning
    View
  • Protective Life
    Internal Life And Annuity Wholesaler
    Protective Life 2007 - 2008
    Birmingham, Alabama, Us
    Sales support for life insurance and annuity products
    View

Shane Coley, Cfa, Caia, Cfp® Skills

Series 7 Securities Mutual Funds Finra Series 24 Fixed Annuities Certified Financial Planner Series 63 Series 65 Investment Advisory Retirement Planning Uniform Combined State Law Insurance 401k Retirement

Shane Coley, Cfa, Caia, Cfp® Education Details

  • University Of Florida
    University Of Florida
    Master Of Business Administration (Mba)
  • Indiana University Bloomington
    Indiana University Bloomington
    General Studies
  • Indiana State University
    Indiana State University
    General

Frequently Asked Questions about Shane Coley, Cfa, Caia, Cfp®

What company does Shane Coley, Cfa, Caia, Cfp® work for?

Shane Coley, Cfa, Caia, Cfp® works for Stepstone Private Wealth

What is Shane Coley, Cfa, Caia, Cfp®'s role at the current company?

Shane Coley, Cfa, Caia, Cfp®'s current role is Director.

What is Shane Coley, Cfa, Caia, Cfp®'s email address?

Shane Coley, Cfa, Caia, Cfp®'s email address is sh****@****rie.com

What schools did Shane Coley, Cfa, Caia, Cfp® attend?

Shane Coley, Cfa, Caia, Cfp® attended University Of Florida, Indiana University Bloomington, Indiana State University.

What skills is Shane Coley, Cfa, Caia, Cfp® known for?

Shane Coley, Cfa, Caia, Cfp® has skills like Series 7, Securities, Mutual Funds, Finra, Series 24, Fixed Annuities, Certified Financial Planner, Series 63, Series 65, Investment Advisory, Retirement Planning, Uniform Combined State Law.

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