Founder | Chief Executive Officer@ THE HASTINGS GROUP, LLC
Ipswich, Massachusetts, United States
Shawn Smith, MBA
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Bentley University - McCallum Graduate School of Business
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FlashIntel GPTShawn Smith, MBA is a highly experienced financial advisor with 26.8 years of work experience. He specializes in mutual funds, investments, and investment advisory, with a focus on retirement planning and asset allocation. Shawn has a strong background in the financial services industry, having founded Financial Advisor Placement Services in 2009 and representing over 85 firms. He is also skilled in asset management, portfolio management, and alternative investments. Shawn is based in Ipswich, Massachusetts, and can be contacted at 978-312-1656 for assistance.
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Emails and Phone Numbers
About
I started Financial Advisor Placement Services in 2009 to assist experienced financial advisors in finding a new broker dealer or RIA. We now represent over 85 firms. We also help advisors sell their practice and have sold small broker dealers. There is no fee charged to experienced advisors so please call me at 978-312-1656 if we can help you! www.faps.co
Work Experience
Founder | Chief Executive Officer
Telecommunications
Shawn Smith, MBA's Professional Milestones
- Founder | Chief Executive Officer (2009-04-01~): Building a successful company from scratch, delivering innovative solutions through strategic leadership and delivering outstanding results.
- Recruiting Manager (2007-11-01~2009-04-01): Successfully sourced and sourced top talent, streamlining recruiting processes and ensuring timely and high-quality opportunities.
Education
Finance
1996-2003Skill
Mutual Funds
Investments
Investment Advisory
Financial Advisory
Series 7
Finance
Retirement Planning
Financial Services
Retirement
Series 63
Asset Allocation
Fixed Annuities
Equities
Wealth Management
Portfolio Management
Alternative Investments
Securities
Bonds
Estate Planning
Fixed Income
Financial Planning
Trading
Asset Management
401 Retirement Savings Plans
Securities Regulation
401k
Strategic Financial Planning
Asset Managment
Certification
Colleagues
Richard T. Walker
senior director - global business development at the hastings group llc
Zach Nungesser
involved member of the schey sales centre | passionate second year finance student at ohio university
Evan T.
client operations manager at the hastings group llc
Kyle Scarberry
technician at smart digital security
Stephanie Jones
client operations manager at the hastings group llc
Other Named Shawn Smith, MBA
Frequently asked questions
We found 2 Shawn Smith, MBA's email addresses
We found 1 Shawn Smith, MBA's phone numbers
Shawn Smith, MBA's social media include: Linkedin,
Shawn Smith, MBA works for THE HASTINGS GROUP, LLC
Shawn Smith, MBA's role in THE HASTINGS GROUP, LLC is Founder | Chief Executive Officer
Shawn Smith, MBA works in the industry of Telecommunications
Shawn Smith, MBA's colleagues are Richard T. Walker,Zach Nungesser,Evan T.
Shawn Smith, MBA's latest job experience is Founder | Chief Executive Officer at THE HASTINGS GROUP, LLC
Shawn Smith, MBA's latest education in Bentley University - McCallum Graduate School of Business
