We found the following information about Robert Shanahan at Horizon Investments, where the professional has worked as a Regional Director since 2011. Robert's total work experience is over 20 years, during which time the professional had at least six jobs at different companies to develop skills. Robert studied at the Oklahoma State University. Currently, Robert is located in Charlotte, North Carolina. You can contact with Robert by looking for phone number or email or get full information by requesting access to their further details from us.
Name variants:
Bob Shanahan,
Bobbie Shanahan,
Bobby Shanahan,
Dob Shanahan,
Rob Shanahan,
Robbie Shanahan,
Robby Shanahan,
Robin Shanahan,
Bert Shanahan,
Bertie Shanahan
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 5, 2022
Email
rs**@horizoninvestments.com, bo**@yahoo.com, bs**@horizoninvestments.com
Location
Charlotte, NC
Company
Workplace
Colleagues
Work History
Regional Director
6210 Ardrey Kell Rd SUITE 300, Charlotte, NC 28277
Consult with Financial Advisors in the Southeast to find opportunities in a Multi State territory that has grown to over $100 million in annual sales. Relationships /Experience in these stat...
from Jan 2011
Vice President, Sales Director
100 International Dr, Baltimore, MD 21261
Previously Citigroup Asset Management) Manage Multi State territory with $300 million in sales. Responsible for sale of mutual funds, 401k, annuities, separately managed accounts. Built terr...
Jan 2004 — Aug 2010
Regional Director and Wholesaler 401K-403B Plans
1 American Sq, Indianapolis, IN 46282
Introduced and grew the money management program to over $80
million in assets by developing strong relationships with Financial
Advisors, Independent Broker-Dealers, and Regional Firms. ...
Jan 1996 — Jan 2004
Regional Group Manager and Wholesaler
Newark, NJ
Developed broker relationships by selling employer sponsored benefit
programs. Earned trust to present to clients of brokers, both one on one
and in larger board meetings. Promoted for su...
Jan 1995 — Jan 1996
Regional Group Representative and Wholesaler
10 Hudson Yards, New York, NY
Sold multiple lines of employer sponsored benefit programs through
broker-dealer channels. Achieved nationally recognized production
levels.
Jan 1990 — Jan 1995
Marketing Professional
2451 Atrium Way, Nashville, TN 37214
Door-to-Door book sales while in college.
Produced $16,000 sales in 3 month period.
Awarded for top production, hours worked, performance.
1989 — 1989
Education
Occupations
Executive
Region Manager
Master of Science
Accountant
Finance and Accounting Specialist
Vice President
Sales Director
Area Manager
Managers
Accounting Bookkeeper
Bookkeeper
Chief Executive
Sales Manager
Skills
Mutual Funds
Separately Managed Accounts
Fixed Annuities
Series 7
Asset Allocation
Financial Advisory
401K
Series 63
Investment Advisory
Securities
Series 65
Finra
Investments
Alternative Investments