Ryan Shea

Ryan Shea: Email & Phone Number

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Financial Paraplanner at Three Oaks Advisory Group|Keller, Texas, United States

Position:

Financial Paraplanner at Three Oaks Advisory Group

Location:

Keller, Texas, United States

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Last updated: 2024-07-25
Updated: 2024-07-25

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Work Experience 19 years

Financial Paraplanner at Three Oaks Advisory Group

Oct 2023 - Current

Investment Consultant at Charles Schwab

Jun 2021 - Mar 2022

Assistant Vice President, Financial Solutions Advisor at Merrill Lynch

Jun 2017 - Mar 2020

Investment Consultant at Fidelity Investments

Jan 2016 - Jun 2017

Investment Solutions Representative at Fidelity Investments

Jul 2014 - Jan 2016

Financial Representative at Fidelity Investments

Jul 2013 - Jul 2014

Senior Pricing Analyst at Fidelity Investments

Jul 2011 - Jul 2013

Investment Data Analyst at JPMorgan Chase

Feb 2010 - Jul 2011

Supply Chain Specialist- Intern at CMC

Jun 2009 - Aug 2009

Project Manager at Quest Events

Jan 2007 - May 2008

Ryan Shea started working in 2007, then the employee has changed 6 companies and 8 jobs. On average, Ryan Shea works for one company for 1 year 6 months.

Their professional focus is Investment Advisory Services and Investment Management across 2 core areas.

Education

Masters at Baylor University

B.S. at Texas Tech University

Ryan Shea Namesakes

Name
Company
Position
Ryan Shea
Data Scientist
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Ryan Shea
National Account Manager
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Ryan Shea
Lexington Massachusetts
Facilities
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