Shawn Greenfield

About Shawn Greenfield

I’m a financial professional committed to helping individuals and families achieve their financial goals. Because when people have what they need financially, they’re able to focus on what matters most. By equipping clients with proven tools and resources, I help them build a financial strategy that can get them where they want to go. Contact me via email at S••••••••@thrivent.com or by phone at 50••••••49.

Experience

1. Finance Advisor

   Thrivent

   Aug 2020 — Present · Pullman, WA, US

   I help individuals, families and small businesses develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Saving and investing for retirement• Protecting loved ones with life insurance• Estate and legacy planning• Saving for a child’s college education• Charitable giving to your favorite organizations or causesNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that\'s customized for you. From strategies to help you grow your assets to preparing for retirement, I\'ll help you make informed decisions to stay on track with your goals.Today, it\'s common to have multiple financial goals and concerns. That\'s why I take a broad-based approach to serving members. It\'s important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution or take a values-based approach to preparing for your financial future.Thrivent is a not-for-profit, Fortune 500 financial services membership organization helping approximately 2 million members to achieve financial clarity and give back to their communities. Thrivent offers a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance and more. As a not-for-profit organization, Thrivent creates and supports national outreach programs and activities that help congregations, schools, charitable organizations and individuals in need. For more information, visit Thrivent.com.Licenses: FINRA Series 7 and FINRA Series 66

Education

• Washington State University Global Campus

  Master of Business Administration - MBA

  2019 — 2020

• Shanghai University

  Intensive Mandarin Chinese and Culture Program

  2013 — 2013

• Université Pierre Mendès-France (Grenoble II)

  French Language & Culture; Construction of the European Union

  2006 — 2007

• University of Idaho

  Bachelor of Science, Marketing

  2004 — 2009