Wealth Management Advisor@ Packard Wheeler Succession
Spokane, Washington, United States
Shane Veitenheimer
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Eastern Washington University
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Tell me more about Shane Veitenheimer?
FlashIntel GPTShane Veitenheimer is a highly experienced financial professional with 12.6 years of work experience. He is currently working as a Wealth Management Advisor at Packard Wheeler Succession in Spokane, Washington. Prior to this, he worked at Merrill Lynch and Wells Fargo Advisors in various financial roles. Shane has also gained valuable experience as a Private Client Banker at JPMorgan Chase & Co. and as a Financial Representative at COUNTRY Financial(r). He is dedicated to providing expert advice and guidance to his clients.
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Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of WA, ID, MT, OR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, MO, NM, NV, NY, OH, SC, SD, TN, TX, and UT. Wells Fargo Advisors 41 W. Riverside Avenue, Suites 400 & 500 Spokane, WA. 99201 [email protected]
Work Experience
Wealth Management Advisor
Financial Services
Shane Veitenheimer's Professional Milestones
- Financial Representative (2011-03-01~2014-07-01): Improving financial strategies and providing accurate financial projections for clients and business decisions.
- Financial Advisor (2016-10-01~2020-10-01): Provided strategic financial guidance, driving sustainable growth and maximizing profitability.
Education
Business Administration,
Business,
Bachelors,
Bachelor Of Arts
2005-2007Certification
Colleagues
Cody J. Lewis
director of business development at packard wheeler succession
Jael Stebbins
Account Manager
Cory Heron
Operations Manager
Tim Johnson
chief operating officer at packard wheeler succession
Jennifer O'Brien
client experience manager at packard wheeler succession
Other Named Shane Veitenheimer
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Shane Veitenheimer works for Packard Wheeler Succession
Shane Veitenheimer's role in Packard Wheeler Succession is Wealth Management Advisor
Shane Veitenheimer works in the industry of Financial Services
Shane Veitenheimer's colleagues are Cody J. Lewis,Jael Stebbins,Cory Heron
Shane Veitenheimer's latest job experience is Wealth Management Advisor at Packard Wheeler Succession
Shane Veitenheimer's latest education in Eastern Washington University
