Shea Werner

Shea Werner

Intelligent Archiving & Compliance for RIA's and Broker-Dealers
Denver, Colorado, United States

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Work Experience

Archive Intel

Chief Revenue Officer (CRO)

2024-01-01 - Present

Presults

Head Of Sales

2022-04-01 - 2024-01-01

TIFIN Wealth

Director of Advisor Sales

2020-05-01 - 2022-04-01

Personal Capital

Financial Advisor - VP

2017-01-01 - 2019-04-01

OppenheimerFunds

Regional Advisor Consultant

2014-12-01 - 2017-06-01

Ameriprise Financial Services, Inc.

Paraplanner

2012-05-01 - 2013-05-01

Skills

compliance archiving surveillance 17a4 regtech ai fintech compliant text social media website email sms messaging wealth management ria financial advisor insurance banks healthcare archive artificial intelligence ecomms sec

Languages

No Languages Available