Shae

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Financial Advisor at Lakeridge Wealth Management|Albuquerque, New Mexico, United States

Position:

Financial Advisor at Lakeridge Wealth Management

Location:

Albuquerque, New Mexico, United States

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Last updated: 2026-08-16
Updated: 2026-08-16

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Work Experience 9 years

Financial Advisor at Lakeridge Wealth Management

May 2023 - Current

Workplace Planning Associate at Fidelity Investments

Sep 2022 - May 2023

Financial Intern at Doctor's Financial Resource

Aug 2021 - Sep 2022

Route Manager at Aptive Environmental

Jul 2017 - Aug 2021

Customer Service Specialist at Vivint

Aug 2017 - Jan 2018

Legal Assistant at Carpenter and Associates

Jan 2017 - May 2017

Shae started working in 2017, then the employee has changed 5 companies and 5 jobs. On average, Shae works for one company for 1 year 8 months.

Shae is proficient in Spanish. Their professional focus is Bloomberg Terminal, Microsoft Excel, and Microsoft Office across 3 core areas.

Shae holds Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, Series 66, and Series 7 certifications and has been awarded Eagle Scout

Education

Brigham Young University - Idaho

Skills

Microsoft Excel, Microsoft Office, Bloomberg Terminal

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Shae
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