Ryan Shea

Ryan Shea's email & phone

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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.

Education

Masters at Baylor University

B.S. at Texas Tech University

Frequently Asked Questions

What is Ryan Shea's minimum period of employment in the companies?

Ryan Shea's minimum period of employment in various companies is 2 months.

What is Ryan Shea's average duration of employment for different companies?

On average, Ryan Shea works for one company for 1 year 4 months

What industries has Ryan Shea worked in?

Ryan Shea works in the Financial Services. Previously, Ryan Shea worked in the Construction, and Events Services.

What positions has Ryan Shea held before?

Previously, Ryan Shea worked as a Investment Consultant, and Assistant Vice President, Financial Solutions Advisor, and Investment Solutions Representative, and Financial Representative, and Senior Pricing Analyst.

How do I contact Ryan Shea?

Ryan Shea's phone number is +1-***-***-8139. Sign up to get contact details.

Who are Ryan Shea's peers at other companies?

Ryan Shea's peers at other companies are Evan Lystiuk and Chase Holsonback and Garrett Wilson

Ryan Shea Namesakes

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

Other employees at Three Oaks Advisory Group

Name
Company
Position
David Droppo
Certified Financial Planner at Three Oaks Advisory Group
Adam Keller
Certified Financial Planner Practitioner

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