Shane Sumlin

Vice President - Investments

Shane Sumlin is a highly qualified professional, that works in Wells Fargo Advisors main office of which is in 104. as a First Vice President - Investment Officer from 2009. This expert has earned professional experience in more than five positions at various companies. Shane Sumlin went to the Louisiana Tech University and was studying from 1992 to 1996. Shreveport, Louisiana is the city, where this professional was known to live. Shane's contacts can be accessed through SoftwareOfficial on demand.
Name variants:
Sean Sumlin
Last updated Jun 18, 2024

Contact Information

Last Update
Jul 9, 2022
Email
sh**@wellsfargoadvisors.com
Location
Shreveport, LA

Workplace

Wells Fargo Advisors
First Vice President - Investment Officer

Saint Louis, MO

Industry

Financial Services

Work History

First Vice President - Investment Officer

1 north Jefferson Ave St, Louis, MO
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC
May 2009 — Aug 2018

Vice President - Investments

1 north Brentwood Suite 850 St, Louis, MO
from Aug 2018

Financial Advisor

420 Montgomery St, San Francisco, CA 94129
Jan 2008 — May 2009

Financial Advisor

May 1998 — Jan 2008

Financial Advisor

1 Bryant Park, New York, NY 10200
Jul 1994 — May 1998

Education

Occupations

Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Investment Planning
Investments
Retirement Planning
Mutual Funds
Stock Analysis
Wealth Preservation Planning
Financial Advisory
Tax Efficient Strategies
Insurance
Estate Investment Planning
401K Planning
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