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Shane Montejano's email & phone

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Sr. Manager- Wealth Advisor at Charles Schwab|Dallas, Texas, United States

Position:

Sr. Manager- Wealth Advisor at Charles Schwab

Location:

Dallas, Texas, United States

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Last updated: 2026-04-10
Updated: 2026-04-10

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Work Experience 17 years

Sr. Manager- Wealth Advisor at Charles Schwab

Jul 2025 - Current

Sr. Manager- Wealth Advisor at Charles Schwab

Mar 2024 - Jul 2025

VP, Financial Consultant at Charles Schwab

Jul 2020 - Mar 2024

VP, Financial Advisor at Bank of the West

Jan 2016 - Jan 2020

Investment Consultant at Scottrade

Jan 2014 - Jan 2016

Financial Consultant at Bank of the West

Jan 2009 - Jan 2014

Shane Montejano started working in 2009, then the employee has changed 2 companies and 4 jobs. On average, Shane Montejano works for one company for 2 years 10 months.

Education

Yale School of Management

Bryant University

Bachelor of Science (B.S.) at Fresno Pacific University

Frequently Asked Questions

What is Shane Montejano's minimum period of employment in the companies?

Shane Montejano's minimum period of employment in various companies is 1 year 4 months.

What is Shane Montejano's average duration of employment for different companies?

On average, Shane Montejano works for one company for 3 years 2 months

What industries has Shane Montejano worked in?

Shane Montejano works in the Financial Services. Previously, Shane Montejano worked in the Management Consulting.

What positions has Shane Montejano held before?

Previously, Shane Montejano worked as a Sr. Manager- Wealth Advisor, and VP, Financial Consultant, and VP, Financial Advisor, and Investment Consultant, and Financial Consultant.

How do I contact Shane Montejano?

Shane Montejano's phone number is +1-***-***-6830. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II

Who are Shane Montejano's peers at other companies?

Shane Montejano's peers at other companies are Kyle Dofelmier

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