Shane Shay, CWS®

VP - Sr. Financial Consultant

+1 650-358-5502

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present
  • Financial Advisor, Morgan Stanley, 2004-2005
  • Business Consultant, HP/Agilent Technologies, 1999-2003
  • Business Analyst, Morrison Express Corp, 1994-1998

Education

  • California State University, Long Beach
  • BS, Business

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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