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Shane Weston

Shane Weston

Wealth Management Intern

Followers of Shane Weston835 followers
location of Shane WestonChicago, Illinois, United States

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  • Timeline

  • About me

    Associate at J.P. Morgan Private Bank

  • Education

    • Stoney Creek High School

      2014 - 2018
      High School Diploma

      Activities and Societies: Business Professionals of America, Cougar Athletic Leadership Council, Varsity Lacrosse

    • Michigan State University - Eli Broad College of Business

      -

    • Michigan State University

      2018 - 2022
      Bachelor of Arts - BA Accounting and Finance Senior

      Activities and Societies: Sigma Nu Fraternity, MSU Wealth Management Association, MSU Finance Association, Wealth Management and Financial Planning Minor, Spartan Journal Financial Markets Contributor

  • Experience

    • MONECO Advisors

      Jun 2021 - Aug 2021
      Wealth Management Intern

    • J.P. Morgan Private Bank

      Jul 2022 - now

      • Associate

        Jul 2024 - now

      • Analyst

        Jul 2022 - Jul 2024

  • Licenses & Certifications

    • Series 66

      FINRA
      Oct 2022

    • Bloomberg Market Concepts

      Bloomberg LP
      Apr 2021
      View certificate certificate

    • Series 7

      FINRA
      Aug 2022

    • SIE

      FINRA
      Mar 2022

  • Honors & Awards

    • Awarded to Shane Weston
      Deloitte Group Case Study Winner Deloitte Apr 2019