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Shane Small
Shane Small
Vice President - Senior Wealth Advisor & Investment Executive | First United Bank & Trust
Waynesboro, Pennsylvania, United States
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.
Shane Small
Work Experience
Vice President - Senior Wealth Advisor & Investment Executive at
First United Bank & Trust
August 2018 - Present
Wealth Advisor at
First United Bank & Trust
October 2016 - Present
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
Territory Sales Manager at
Donegal Insurance Group
July 2007 - October 2007
Sales Manager - Insurance Agent at
Community Bankers Insurance Agency, LLC
September 2003 - July 2007
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
******@mybank.com
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