Talk to sales Try for Free
Shana Biletch

Shana Biletch

Connectivity Consultant

Followers of Shana Biletch505 followers
location of Shana BiletchGreater Boston

Connect with Shana Biletch to Send Message

Connect

Connect with Shana Biletch to Send Message

Connect

  • Timeline

  • About me

    Investment Officer at New Hampshire Retirement System

  • Education

    • Bates College

      2006 - 2010
      BA Economics, French

    • Bentley University - McCallum Graduate School of Business

      -
      Master of Science - MS Financial Planning and Services

      Activities and Societies: Awarded ongoing McCallum Foundation Scholarship, Gray, Gray & Gray Scholarship (2019), A.J. Bille Scholarship (2020)

  • Experience

    • Eze Software

      Jul 2010 - May 2011
      Connectivity Consultant

    • John Hancock Investment Management

      Aug 2011 - Apr 2016
      Associate Director, Institutional Sales

    • Morgan Stanley

      May 2017 - Feb 2019
      Private Client Advisor

    • New Hampshire Retirement System

      Apr 2019 - now
      Investment Officer

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board

    • Passed Level I of the CFA Program

      CFA Institute