Shane Robertson
About Shane Robertson
Shane Robertson is an Associate Licensed Specialist at Ally with a background in finance and military service.
Title at Ally
Shane Robertson is currently serving as an Associate Licensed Specialist at Ally, a position he has held since 2021. He operates remotely and is a member of the daily Huddle Committee. In this role, he is responsible for updating the team OneNote with current team assignments, Ally news updates, and team engagement activities. His duties include placing multi-leg option, stock, ETF, and mutual fund trades via an online platform.
Client Service Manager at Merrill Lynch
Shane Robertson worked as a Client Service Manager at Merrill Lynch from 2018 to 2021, located in Jacksonville, Florida Area. During his tenure, he engaged extensively with clients, providing exceptional service and support to ensure their financial needs were met. His role required a thorough understanding of financial products and services, enabling him to offer informed and effective solutions.
Global Wealth Investment Management at Merrill Lynch
From 2013 to 2016, Shane Robertson was employed at Merrill Lynch as a Global Wealth Investment Management Registered Operations Team Lead in Jacksonville, Florida Area. In this capacity, he led a team responsible for operational tasks within the wealth management sector. His leadership was instrumental in ensuring the efficiency and accuracy of financial operations.
Force Reconnaissance Marine
Shane Robertson served in the United States Marine Corps as a Force Reconnaissance Marine, Team Leader from 2009 to 2013. Stationed in Okinawa, Japan, he led a team in high-stakes reconnaissance missions and operations. His military experience provided him with valuable skills in leadership, strategic planning, and resilience.
Education and Web Development
Shane Robertson pursued a Bachelor's degree in Accounting from DeVry University, graduating in 2018. He further enhanced his skills by studying at Fullstack Academy, where he obtained a Web Development Certificate in 2021. His participation in a six-month coding Bootcamp further honed his abilities in building and maintaining web applications.