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Shayne Momber, AIF®

Shayne momber, aif®

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location of Shayne Momber, AIF®Colorado Springs, Colorado, United States
Phone number of Shayne Momber, AIF®+91 xxxx xxxxx
Followers of Shayne Momber, AIF®239 followers

  • Timeline

    Aug 2008 - May 2014

    Math Teacher

    Lewis-Palmer School District 38
    Current Company
    Dec 2013 - now

    VP and Portfolio Manager

    Arkenstone Financial

  • About me

    VP and Portfolio Manager at Arkenstone Financial

  • Education

    • Grand valley state university

      -
      Bachelor of science (b.s.) mathematics

  • Experience

    • Lewis-palmer school district 38

      Aug 2008 - May 2014

      • Math Teacher

        Aug 2007 - May 2014

      • Football Coach

        Aug 2008 - Aug 2013

    • Arkenstone financial

      Dec 2013 - now

      -Building and enhancing corporate 401k plans of all sizes with an emphasis on reducing investment fees, minimizing plan sponsor liability, and maximizing efficiency. -Creating customized financial plans, investment strategies, and personal finance solutions for families and individuals.

      • VP and Portfolio Manager

        Jan 2020 - now

      • Director Of Operations

        Jan 2017 - Dec 2019

      • Financial Advisor

        Dec 2013 - Dec 2016

  • Licenses & Certifications

    • Passed level 1 of cfa program

      Cfa institute
      View certificate certificate

    • Accredited investment fiduciciary®

      Fi360
      Apr 2016

    • Nasaa series 65

      Nasaa
      Jan 2014