Shannon Reid
President, Independent Contractor Division @Raymond James
Tampa, FL, US
EMAILS
MOBILE NUMBERS
+16•••••••14
Signup · Get unlimited contacts
WORK HISTORY
Jan 2024 — Present
President, Independent Contractor Division @Raymond James
View department →
St Petersburg, FL, US
EDUCATION
2015 — 2018
The Wharton School
Securities Industry Institute
1995 — 1995
The London School of Economics and Political Science (LSE)
Hansard Scholar
1989 — 1993
Duke University
Bachelor of Arts - BA, Economics and Political Science
1998 — 2000
Columbia Business School
MBA, Finance
SKILLS
Asset AllocationMutual FundsRisk ManagementPortfolio ManagementContract NegotiationRetirementBondsStrategic Financial PlanningFixed IncomeCapital MarketsSeries 7Financial AnalysisStrategyAnalysisFinancial ModelingAsset ManagementRecruitingValuationStrategic CommunicationsWealth ManagementFinancial AdvisoryRegulatory ComplianceVenture CapitalBusiness Process ImprovementRetirement PlanningBusiness StrategyOrganizational LeadershipInvestmentsFinanceIndependent Financial AdviceBloombergStrategic PlanningSales OperationsExecutive ManagementRetirement SavingsSeries 63MarketingCorporate FinancePractice ManagementProject Planning
ABOUT SHANNON REID
As a leader in wealth management, I draw energy and purpose from helping others unlock…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.