Shreve Rohle

Branch Manager at Davenport & Company LLC

Shreve Rohle has been working at Davenport & Company LLC since June 2014. They have held various positions such as Branch Manager, Financial Advisor, Platform Coaching Associate, Senior Operations Associate, and Operations Specialist. Shreve has also interned at Hometown Realty and worked at RCI Builders and Associated Distributors. They graduated from Hampden-Sydney College with a degree in Economics and Business. Shreve's expertise lies in training financial advisors, utilizing wealth management systems, and analyzing financial advisor books.

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Timeline

  • Branch Manager

    December, 2022 - present

  • Financial Advisor

    June, 2020

  • Platform Coaching Associate, AVP - Wealth Management

    August, 2019

  • Senior Operations Associate

    March, 2018

  • Operations Specialist

    June, 2015

  • Operations Intern

    June, 2014