Shannon Grant

Role: Investment Advisor at Roehl & Yi Investment Advisors, Llc
Location: Eugene, OR, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Shannon Grant

Financial services professional with broad experience in consulting for institutional…

Experience

Investment Advisor
Roehl & Yi Investment Advisors, Llc
Mar 2021 — Present

Skills

Retirement
401(K) Retirement Savings Plans
Public Speaking
Risk Management
Life Insurance
Financial Services
Asset Allocation
Equities
Team Leadership
Series 7
Financial Analysis
Investments
Portfolio Management
Defined Benefit
Financial Planning
Strategic Financial Planning
Estate Planning
Microsoft Word
Investment Strategies
Pensions
401k
Series 63
Mutual Funds
Management
Retirement Planning
Asset Management
Fixed Income
Capital Markets
Customer Relationship Management (Crm)
Wealth Management
Investment Management
Microsoft Excel
Pension Funds
Alternative Investments
Salesforce.com
Strategy
Board Governance
Due Diligence
Investment Advisory
Securities

Contact information

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Work email
•••••@roehl-yi.com
Personal email
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Direct dial
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Current company

Roehl & Yi Investment Advisors, Llc

Financial Services · 15 employees · Founded 1982 · Eugene, Oregon, United States

Roehl & Yi is an independent wealth management firm located in Eugene, Oregon. Established on the foundational values of teamwork, integrity, stability, and professionalism—we are the financial advisors you can trust. We serve clients across the West Coast, from northern California to Washington, ranging from high-net-worth individuals to qualified retirement plans, foundations, and endowments. Our private wealth advisors come from a variety of backgrounds including business administration, law, international banking, marketing, and organizational behavior. With their extensive education, experience, and certifications, our advisors have the expertise required to successfully develop your custom financial portfolio.

roehl-yi.com

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