Cfa® Shawn S. Woods

Shawn S. Woods, CFA®, has a diverse work experience history. Shawn S. started their career at Balance of Nature in 2008 as the Vice President of Marketing & PR, Marketing Manager. During their time there, they led the company's re-branding efforts and developed successful market penetration strategies. Shawn S. also implemented customer service improvements that resulted in a 90% increase in customer retention.

In 2011, Shawn founded Lasso Savings and served as the CEO. Shawn S. successfully secured advertising contracts with local businesses and non-profit organizations, raising over $25,000 for local schools and non-profits.

Shawn joined Soltis Investment Advisors in 2013 as an Investment Analyst/Advisor. Shawn S. later took on roles as an Advisor, Equity Analyst, and Senior Advisor. Shawn S. was a member of the Asset Allocation & Compliance Committee and a co-portfolio manager on the Dividend-Focused Stock portfolio.

Overall, Shawn's work experience showcases their expertise in investment management, marketing strategy, and leadership.

Shawn S. Woods, CFA® has a diverse education background. Shawn S. obtained an MBA from the University of Colorado Boulder, with an emphasis in Finance & Entrepreneurship, from 2010 to 2012. Prior to that, they earned a Bachelor of Integrated Studies from Weber State University, specializing in Technical Sales & Services, Chemistry, and Health Promotion & Human Performance between 2005 and 2007. Before attending Weber State University, Shawn completed an Associates of Science degree at Dixie State University from 2002 to 2005.

In addition to their extensive education, Shawn has also obtained certifications to enhance their professional qualifications. Shawn S. is a Chartered Financial Analyst (CFA) Charterholder, having achieved this prestigious designation from the CFA Institute in July 2018. Furthermore, Shawn holds the Series 65 certification from the Financial Industry Regulatory Authority (FINRA), which they earned in April 2013.