Shane Davis
Financial Services Executive at MassMutual Greater Philadelphia
- Role
- Financial Services Executive at Vista Wealth Solutions
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
About Shane Davis
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Experience
Financial Services Executive
May 2024 — Present · Allentown, PA, US
I am licensed to sell insurance in MD, NJ, PA, SC, VA. I am licensed to sell securities in MD, NJ, PA, SC. MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiary of MassMutual or its affiliated companies. Shane Davis is a Registered Principle of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel:
Education
Michigan State University
N/A, Biochemistry
1991 — 1993
American InterContinental University
Master of Business Administration - MBA, Business, Management, Marketing, and Related Support Services
2019 — 2020
Capella University
Marketing/Marketing Management, General
American InterContinental University
Bachelor of Business Administration (BBA), Marketing
2013 — 2017
Skills
- Consulting
- Retirement Planning
- Account Management
- Gifting Strategies
- Team Building
- Lgbt Planning
- Healthcare
- Team Leadership
- Underwriting
- Business Analysis
- Program Management
- Disability Insurance
- Employee Benefits
- Leadership
- Legacy Planning
- Small Business
- Training
- New Business Development
- Budgets
- Finance
- Insurance
- Health Savings Accounts
- Asset Protection
- Health Insurance
- Sales
- Marketing
- Risk Management
- Business Insurance Planning
- Strategic Planning
- Estate Planning
- Education Funding Strategies
- Life Insurance Planning
- Process Improvement
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