Timothy Shannehan

I was a camp counselor at Camp Mahackeno, a camp at the Westport - Weston YMCA.

Participated in comprehensive training program engaging in all aspects of private wealth management including portfolio construction, financial planning and new business development.

While working with the 4 person E3 Wealth Advisory Group that manages $200M in client assets, we conducted research based analysis on equity and bond selection, participated in new business cold calling clinic, produced a marketing profile and developed a social media campaign. Capstone to the experience included a PowerPoint sales presentation given to faculty and classmates simulating the value proposition of a private wealth advisor.