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Shane Conceicao

Position: Regional Director
Location: Philadelphia, Pennsylvania

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.

Bill Willis

President
Los Angeles, California

Patrick Kelly

Regional Director
Scottsdale, Arizona

Brian Nolan

Regional Director
Scottsdale, Arizona

Robert Stanton

Regional Director
Scottsdale, Arizona

Hugh Daniels

Regional Director
Scottsdale, Arizona

Will Porter

Regional Director
Scottsdale, Arizona

Jeffrey Silverman

Regional Director
Scottsdale, Arizona

Mike Weck

Regional Director
Scottsdale, Arizona

Willis Consulting, Inc.

Corporate Headquarters

719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274

310-373-7400 PST

info@willis-consulting.com

Willis Consulting, Inc.

Scottsdale Office

8970 E Raintree Drive Suite 300 Scottsdale, AZ 85260

480-361-9490 PST

info@willis-consulting.com