Shane Bobbitt
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Shane Bobbitt Email & Phone Number

Associate Director - Investment Operations Group Lead at Sequoia Financial Group
Location: Beaufort, South Carolina, United States 2 work roles 3 schools
1 work email found @sequoia-financial.com 1 phone found area 740 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@sequoia-financial.com
Direct phone (740) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sequoia Financial Group
Role
Associate Director - Investment Operations Group Lead
Location
Beaufort, South Carolina, United States
Company size
90 employees

Who is Shane Bobbitt? Overview

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Quick answer

Shane Bobbitt is listed as Associate Director - Investment Operations Group Lead at Sequoia Financial Group, a with 90 employees, based in Beaufort, South Carolina, United States. AeroLeads shows a work email signal at sequoia-financial.com, phone signal with area code 740, and a matched LinkedIn profile for Shane Bobbitt.

Shane Bobbitt previously worked as Senior Associate - Operations Analyst at Sequoia Financial Group. Shane Bobbitt holds Master Of Business Administration - Mba, Finance from Ohio Dominican University.

Company email context

Email format at Sequoia Financial Group

This section adds company-level context without repeating Shane Bobbitt's masked contact details.

{first_initial}{last}@sequoia-financial.com
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AeroLeads found 1 current-domain work email signal for Shane Bobbitt. Compare company email patterns before reaching out.

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Profile bio

About Shane Bobbitt

Shane Bobbitt is a Associate Director - Investment Operations Group Lead at Sequoia Financial Group. He possess expertise in gaming industry, accounts payable, microsoft dynamics gp, citrix, microsoft excel and 23 more skills.

Listed skills include Gaming Industry, Accounts Payable, Microsoft Dynamics Gp, Citrix, and 24 others.

Current workplace

Shane Bobbitt's current company

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

Sequoia Financial Group
Sequoia Financial Group
Associate Director - Investment Operations Group Lead
akron, ohio, united states
Website
sequoia-financial.com
Employees
90
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Company profile
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2 roles

Shane Bobbitt work experience

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

Senior Associate - Operations Analyst

Sequoia Financial Group

United States

• Increased operational efficiency by implementing scalable processes and procedures into trading operations, saving hundreds of hours per month across various departments while processing trades in managed accounts.• Managed implementation and processing of dollar cost averaging efforts for clients with varying strategies and risk tolerances.• Processed high volume of trades across various allocations, including custom strategies, tax-loss harvesting, and strategic model updates.

Team & coworkers

Colleagues at Sequoia Financial Group

Other employees you can reach at sequoia-financial.com. View company contacts for 90 employees →

WS William Szlag William Szlag Colleague at Sequoia Financial GroupWashington, Michigan, United States View → PB Paul Breen Paul Breen Colleague at Sequoia Financial GroupColumbus, Ohio, United States View → LS Loren Shatten, Mshrm, Shrm-Scp Loren Shatten, Mshrm, Shrm-Scp Colleague at Sequoia Financial GroupCleveland, Ohio, United States View → SG Sara Gans, Cfp®, Chfc® Sara Gans, Cfp®, Chfc® Colleague at Sequoia Financial GroupTampa, Florida, United States View → KP Kristan Preston, Cfp® Kristan Preston, Cfp® Colleague at Sequoia Financial GroupGreater Cleveland, United States View → RF Ryan Flatt Ryan Flatt Colleague at Sequoia Financial GroupUniontown, Ohio, United States View → GK Gerry Knotek, Cfp®, Cpa/Pfs, Cgma®, Iaccp® Gerry Knotek, Cfp®, Cpa/Pfs, Cgma®, Iaccp® Colleague at Sequoia Financial GroupRichfield, Ohio, United States View → JL Justin Longbrake Justin Longbrake Colleague at Sequoia Financial GroupDublin, Ohio, United States View → MT Matthew Teetor Matthew Teetor Colleague at Sequoia Financial GroupTroy, Michigan, United States View → JG Jared Gruszczynski, Cfp® Jared Gruszczynski, Cfp® Colleague at Sequoia Financial GroupMiami Beach, Florida, United States View →
3 education records

Shane Bobbitt education

Bachelor Of Science - Bs, Accounting

Ohio Dominican University

Activities and Societies: Delta Mu Delta Honor SocietyCompleted degree with Magna Cum Laude distinction.

FAQ

Frequently asked questions about Shane Bobbitt

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

What company does Shane Bobbitt work for?

Shane Bobbitt works for Sequoia Financial Group.

What is Shane Bobbitt's role at Sequoia Financial Group?

Shane Bobbitt is listed as Associate Director - Investment Operations Group Lead at Sequoia Financial Group.

What is Shane Bobbitt's email address?

AeroLeads has found 1 work email signal at @sequoia-financial.com for Shane Bobbitt at Sequoia Financial Group.

What is Shane Bobbitt's phone number?

AeroLeads has found 1 phone signal(s) with area code 740 for Shane Bobbitt at Sequoia Financial Group.

Where is Shane Bobbitt based?

Shane Bobbitt is based in Beaufort, South Carolina, United States while working with Sequoia Financial Group.

What companies has Shane Bobbitt worked for?

Shane Bobbitt has worked for Sequoia Financial Group.

Who are Shane Bobbitt's colleagues at Sequoia Financial Group?

Shane Bobbitt's colleagues at Sequoia Financial Group include William Szlag, Paul Breen, Loren Shatten, Mshrm, Shrm-Scp, Sara Gans, Cfp®, Chfc®, and Kristan Preston, Cfp®.

How can I contact Shane Bobbitt?

You can use AeroLeads to view verified contact signals for Shane Bobbitt at Sequoia Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Shane Bobbitt attend?

Shane Bobbitt holds Master Of Business Administration - Mba, Finance from Ohio Dominican University.

What skills is Shane Bobbitt known for?

Shane Bobbitt is listed with skills including Gaming Industry, Accounts Payable, Microsoft Dynamics Gp, Citrix, Microsoft Excel, Journal Entries, General Ledger, and Casino.

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