Shane Conceicao

Years in Financial Industry: 5

Industry Experience: Client Relationship Management, Wholesaling, Recruiting

Specialties: Bank Advisors, Wirehouse, Independents

Current Position: Regional Director at Willis Consulting. Shane assists advisors in finding new opportunities to help grow their business. Shane helps in building a relationship with hiring managers and ensures a smooth transition to the new firm.

Strengths:

• Communication
• Ability to Adapt and Learn
• Helpful Educator
• Problem Solver

Career History: Shane spent his first year after graduating from Vanguard working as a client relationship associate. After Vanguard he spent the next 4 years working as a wholesaler in the alternative investment industry at Resource Securities and with annuities at Prudential. He came to Willis in 2019 to leverage the industry knowledge gained from wholesaling to work as a Regional Director.

Additional Information: Shane was born and raised in the Philadelphia area and graduated from Villanova University in 2014. He currently resides in center city Philadelphia.