Shane Montejano: Email & Phone Number

Opt-Out

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

Position:

Sr. Manager- Wealth Advisor at Charles Schwab

Location:

Dallas, Texas, United States

View Shane Montejano's Email

Up to 10 free lookups. No credit card required.

Last updated: 2026-06-17

Updated: 2026-06-17

Found email addresses for Shane Montejano:

Business emails:

s*************o@bankofthewest.com,

s*************o@schwab.com

Personal emails:

s*************o@gmail.com

Found phone for Shane Montejano:

+1-***-***-6880

A different Shane Montejano?

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.

Shane holds Certified Financial Planner (CFP) and Certified Private Wealth Advisor ® certifications.

Education

Yale School of Management

Bryant University

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

Similar profiles

Name

Company

Position

Kyle Dofelmier

Charles Schwab

Sr. Manager- Wealth Advisor

Get contacts

See more profiles

Other employees at Charles Schwab

Name

Company

Position

Jennifer Hughes MBA

Charles Schwab

Financial Services Professional

Get contacts

Rajesh Munusamy

Charles Schwab

Sr Manager, Dev & Engineering

Get contacts

Jeffrey Bowden

Charles Schwab

Vice President - Financial Consultant

Get contacts

Tyler Neary

Charles Schwab

Vice President - Financial Consultant

Get contacts

Sharon Dewhirst

Charles Schwab

Sr. Manager, Document Services

Get contacts

Derrick Gallion

Charles Schwab

Senior Manager, First Line Risk Management Office - Governance

Get contacts

Shaunak Pandhare

Charles Schwab

Software Engineer

Get contacts

Alexander Csekme

Charles Schwab

Senior Specialist, Premier Wealth Group, Advisor Wealth Services

Get contacts

Tangee Miles

Charles Schwab

Director, eCrimes, Digital Fraud Detection & Prevention

Get contacts

JESUS BOJORQUEZ

Charles Schwab

CRS

Get contacts

See more profiles

Data Privacy

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.