Shannon Stage resumes & CV records
Resumes

Gift Planning Coordinator
Location:
Missoula, MT
Industry:
Fund-Raising
Work:
University of Montana Foundation
Gift Planning Coordinator Estep & Weber Capital Management 2010 - 2016
Office Manager Merrill Lynch 2008 - 2010
Financial Advisor Merrill Lynch 1995 - 2008
Client Associate D.a. Davidson Companies 1987 - 1995
Client Associate 1987 - 1995
Gift Planning Coordinator None Currently 1987 - 1995
Financial Advisor
Gift Planning Coordinator Estep & Weber Capital Management 2010 - 2016
Office Manager Merrill Lynch 2008 - 2010
Financial Advisor Merrill Lynch 1995 - 2008
Client Associate D.a. Davidson Companies 1987 - 1995
Client Associate 1987 - 1995
Gift Planning Coordinator None Currently 1987 - 1995
Financial Advisor
Education:
Montana State University - Bozeman 1980 - 1984
Bachelors, Sociology
Bachelors, Sociology
Skills:
Financial Advisory, Portfolio Management, Retirement Planning, Wealth Management, Investments