Shane Mandes, CFP®

Shane Mandes, CFP®

Managing Director, Producer

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location of Shane Mandes, CFP®Santa Monica, California, United States

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  • Timeline

  • About me

    Vice President, Regional Planning Consultant at Fidelity Investments

  • Education

    • UNSW Australia

      -
    • Middlebury College

      -
      Bachelor of Arts (BA)
  • Experience

    • 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.

    • 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.

    • 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.

    • Wells Fargo Advisors, LLC

      Jan 2013 - Jul 2014
      Financial Advisor

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

    • 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
  • Licenses & Certifications

    • Financial Management

      Cornell University
      Oct 2023
    • Certified Financial Planner, CFP®

      CFP Board
      Apr 2017
    • Business Management Essentials

      Cornell University
      Apr 2023
  • Honors & Awards

    • Awarded to Shane Mandes, CFP®
      Best Feature Film at Clint Eastwood's Carmel Film Festival '12 Clint Eastwood and the Carmel Film Festival 2012 I served as Producer on the feature film Summer Song which won Best Feature Film