Shawn Keane
Vice President
- Role
- Vice President at Smithbridge Asset Management
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Shawn Keane
I provide total financial needs analysis through a network of experienced professionals with expertise in:• Investment Advisory services • Asset & Wealth Management • Retirement analysis• Tax strategies• Estate Planning• Business continuation solutionsSmithbridge Asset Management, Inc. is an Investment Adviser registered with the Securities and Exchange Commission. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services
Experience
Vice President
Aug 2016 — Present · Philadelphia, PA, US
Education
The American College of Financial Services
Business and Personal/Financial Services Marketing Operations
Skills
- Profit Sharing
- Series 7
- Retirement Plan Consulting
- Investments
- Insurance
- Retirement Planning
- Budgets
- Strategic Planning
- Finance
- Defined Benefit
- Disability Insurance
- Financial Planning
- Diversity & Inclusion
- Employee Benefits
- Long-Term Care
- Qualified Retirement Plans
- Financial Services
- Fixed Annuities
- Budgeting
- Microsoft Office
- Sales
- Small Business
- Securities
- Public Speaking
- Customer Service
- Leadership
- New Business Development
- Estate Law
- Business Development
- Term Life Insurance
- Succession Planning
- Marketing
- 401k
- Recruiting
- Networking
- Microsoft Excel
- Microsoft Word
- Retirement
- Team Leadership
- Strategic Financial Planning
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