Directory

>

Shane Small

avatar

Shane Small

Vice President - Senior Wealth Advisor & Investment Executive | First United Bank & Trust

Waynesboro, Pennsylvania, United States

View contact details (it's free)

Shane Small

Summary

Shane Small is a seasoned Vice President and Senior Wealth Advisor at First United Bank & Trust, with extensive experience in banking, finance, and insurance. He excels in financial management and client relationship building, having successfully managed over $40 million in investment assets. Shane's diverse skill set includes risk management, sales, and wealth management, making him a versatile asset in the financial services industry. His leadership experience spans multiple roles, where he has demonstrated an ability to innovate and implement effective financial programs. Shane is known for his exceptional communication skills and his ability to work collaboratively with both teams and clients. His educational background in Finance and Economics from Shippensburg University further supports his expertise in the field. Outside of his professional pursuits, Shane is actively involved with non-profit boards, showcasing his commitment to community service and financial stewardship. He holds multiple licenses, including NASD Series 7 and 66, which underline his credibility in the financial advisory space.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Shane Small

Work Experience

company logo

Vice President - Senior Wealth Advisor & Investment Executive at

First United Bank & Trust

August 2018 - Present

company logo

Wealth Advisor at

First United Bank & Trust

October 2016 - Present

company logo

Vice President - Investment & Trust Officer at

CNB Bank- Carlsbad, NM

July 2015 - August 2016

💼

Trust Officer - Wealth Management Advisor at

Susquehanna Trust & Investment

October 2007 - July 2015

company logo

Territory Sales Manager at

Donegal Insurance Group

July 2007 - October 2007

company logo

Sales Manager - Insurance Agent at

Community Bankers Insurance Agency, LLC

September 2003 - July 2007

Logos provided by Logo.dev

Shane Small

Education

Shippensburg University of Pennsylvania, B.S.B.A.

January 1996 - January 2000

Waynesboro Senior high school

January 1992 - January 1996

Frequently Asked Questions about Shane Small

What is Shane Small email address?

Shane Small's primary email address is ******@mybank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Shane Small work for?

Shane Small is a Vice President - Senior Wealth Advisor & Investment Executive at First United Bank & Trust, a company specializing in Depository Credit Intermediation.

Where Shane Small graduated from?

Shane Small holds a degree in Finance And Economics from Shippensburg University of Pennsylvania.

How can I directly contact Shane Small?

To contact Shane Small directly, you can use the email address ******@mybank.com. Complete contact information is available upon registration with Muraena.

Who is Shane Small?

Shane Small is a seasoned Vice President and Senior Wealth Advisor at First United Bank & Trust, with extensive experience in banking, finance, and insurance. He excels in financial management and client relationship building, having successfully managed over $40 million in investment assets. Shane's diverse skill set includes risk management, sales, and wealth management, making him a versatile asset in the financial services industry. His leadership experience spans multiple roles, where he has demonstrated an ability to innovate and implement effective financial programs. Shane is known for his exceptional communication skills and his ability to work collaboratively with both teams and clients. His educational background in Finance and Economics from Shippensburg University further supports his expertise in the field. Outside of his professional pursuits, Shane is actively involved with non-profit boards, showcasing his commitment to community service and financial stewardship. He holds multiple licenses, including NASD Series 7 and 66, which underline his credibility in the financial advisory space.

Shane`s contact details

mail

******@mybank.com

Colleagues

avatar
Shelley Friend

Vice President and Community Relationship Manager

avatar
Shirley Fitzwater

Vice President & Sr. Trust Officer

avatar
Patricia Young

Market President

avatar
Phil Rodeheaver

Vice President-Managing Director of Operations

avatar
Anthony Tasker

Vice President & Managing Director of Operations

Eugene Helbig

Senior Vice President

avatar
Blake Walker

Vice President & Commercial Banking Team Leader

avatar
Brandi Detrick-Rice

Vice President

avatar
Brian Selders

Vice President & Regional Credit Officer

avatar
Robin Murray

Senior Vice President, Director of Retail Banking

View Contact details (it's free)
Request Profile Removal