Shane Mandes, CFP®

Experience

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  Windward Entertainment

  Jan 2010 - Dec 2012

  Managing Director, Producer

  Client Management, Investment Structure, Financial AnalysisWindward Entertainment is an entrepreneurial media production studio dreaming up content and pushing the envelope in film distribution across all platforms.

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  Rose Rock Group

  Jun 2011 - Dec 2012

  Managing Director of Productions

  Client Management, Investment Structure, Business Development, Financial AnalysisRose Rock is a global investment management firm established by members of the Rockefeller family, owned in conjunction with a dedicated team of senior executives. Rose Rock specializes in large-scale real estate, healthcare, arts & culture, luxury, and aviation industry initiatives that leverage its expansive international network of relationships.

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  Kellogg, Huber, Hansen, Todd, Evans, & Figel PLLC

  May 2012 - Jan 2013

  Financial Analyst

  Institutional Securities, Trading, and Investment research & analysisKellogg Huber Hansen specializes in complex trial and appellate litigation. KHHTE's lawyers have won significant landmark cases in the Supreme Court of the United States in each of the past nine Terms.

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  Wells Fargo Advisors, LLC

  Jan 2013 - Jul 2014

  Financial Advisor

  Retirement Planning, College Education Planning, Wealth Preservation, 401k Rollovers, IRAs, Life Insurance

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  Fidelity Investments

  Jul 2014 - now

  • Vice President, Regional Planning Consultant

    Jul 2024 - now

  • Vice President, Financial Consultant

    May 2020 - Jul 2024

  • Financial Consultant

    Mar 2015 - May 2020

  • Investment Representative

    Jul 2014 - Mar 2015