shane fleury
president
united states
eagle
investment management
retirement planning, investments, mutual funds, series 7, series 63, fixed annuities, 401k, life insurance, portfolio management, wealth management, equity valuation, financial reporting, retirement, asset allocation, variable annuities, accounting, economics, financial forecasting, financial planning, securities, investment advisory, uniform combined state law, corporate finance, fixed income analysis, alternative investments, derivatives, strategic planning, options, income planning, etfs
Experience
chief investment officer
elevate capital advisors
president
elevate ventures
president
third wave digital asset fund
director of investments
northwestern mutual
regional vice president
mckendrysnow financial distributors
Education
the cfa® institute
shane fleury's Contact Information
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