Robert Shanahan
Regional Director at Horizon
- Role
- Regional Director at Horizon
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Robert Shanahan
Specialties: Goals Based Investment Management utilizing ETFs, MUTUAL FUNDS, SEPARATELY MANAGED ACCOUNTS.
Experience
Regional Director
Jan 2011 — Present · Charlotte, NC, US
Education
Oklahoma State University
Bachelor, Business Administration; Marketing
Skills
- Asset Allocation
- Mutual Funds
- 401k
- Alternative Investments
- Separately Managed Accounts
- Series 63
- Securities
- Series 7
- Investments
- Investment Advisory
- Finra
- Financial Advisory
- Series 65
- Fixed Annuities
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