Shannon Main

Regional Growth Leader @World Investment Advisors

Orange County, CA, US
EMAILS
s••••••••@worldadvisors.com
MOBILE NUMBERS
+19•••••••74

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WORK HISTORY

Jun 2017 — Present

Regional Growth Leader @World Investment Advisors

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EDUCATION

1990 — 1995

UC Irvine

B.S., Biological Sciences

SKILLS

401kInvestmentsEmployee BenefitsExecutive PayErisaDefined BenefitPortfolio ManagementFinancial ServicesSeries 63IrasRetirementStrategic Financial PlanningRetirement PlanningWealth ManagementFixed AnnuitiesInvestment AdvisorySeries 6InsuranceSecuritiesAsset ManagementFinancial Planning401(K) Retirement Savings PlansPensionsSeries 65Retirement Plan ConsultingAsset AllocationMutual FundsRisk ManagementSeries 7

ABOUT SHANNON MAIN

Regional Growth Leader at World Investment Advisors formerly Pensionmark

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