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Shea Werner

Head of Advisor Sales

Shea is a seasoned fintech and financial services sales professional.

After spending several years at OppenheimerFunds on their distribution team he jumped into the world of Fintech at Personal Capital, a startup online RIA. He aslo spent time working as an independent financial advisor.

Recently he helped TIFIN, a fintech startup, grow their revenue and sales before joining Presults.

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