C. Shane Chareonchump
Senior Regional Consultant
- Role
- Senior Regional Consultant, Mid Atlantic at AssetMark
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
Experience
Senior Regional Consultant, Mid Atlantic
May 2008 — Present · DC, US
We believe that independent financial advisors are in the best position to offer non bias financial advice to their clients. My focus is on solo, mature or early ensemble independent advisory firms dedicated to achieving top quartile profitability. We accomplish this by focusing on three main areas: 1. Investment Management 2. Client Relationship Management 3. Practice Management/Business Development Our process begins with an in-depth analysis of an advisors Investment Management platform. However, our deep long-term relationships are built during the Client Relationship Management and Practice Management stages of our engagement. The focus is not just getting more clients, but helping our advisors keep and management them in the most efficient manner possible.
Education
The Ohio State University
Bachelor of Arts - BA
1999 — 2003
Skills
- Investment Strategies
- Series 7
- Retirement Planning
- Small Business
- Practice Management
- Management
- Client Communications
- Retirement
- Strategic Financial Planning
- Finance
- Sales Process
- Trading
- Asset Management
- Wealth Management
- Financial Advisory
- Tactical Asset Allocation
- Crm
- Asset Allocation
- Mutual Funds
- Certified Financial Planner
- Investment Management
- Portfolio Optimization
- Investments
- Financial Planning
- Client Relationship Building
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