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Shane Mc Greevy
Chief Operating Officer at Trajan Wealth
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Work Experience
Oct 2018 - Present · 6 years and 3 months
Chief Operating Officer
Apr 2023 - Present · 1 years and 9 months
Chief Compliance Officer
Oct 2018 - Mar 2023 · 4 years and 5 months
Vice President & Chairman Of The Pricing And Valuation Committee
Jul 2015 - Sep 2018 · 3 years and 2 months
Company Details
51-200 Employees
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today.
Website
Year Founded
2012
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Business Financial Services
HQ Location
7702 E. Doubletree Ranch Road #100
Scottsdale, AZ 85258, US
Keywords
Money ManagementIncome PlanningAnnuitiesInsurance401(k) PlanningRetirement planningEstate PlanningWillsTrustsTax planning
Contact Details
- Email AddressS**@trajanwealth.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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