Whittier Trust
Shane Foley is an accomplished investment professional currently serving as an Investment Associate at Whittier Trust Company since April 2022. Prior experience includes roles as an Investment Analyst at Tax & Financial Group from September 2020 to March 2022 and as a Client Associate Intern at Merrill Lynch in 2018. Shane also contributed as a Special Needs Swim Coach for The Irvine Eagles between May 2014 and December 2017 and held the position of President of the Accounting Society at Saddleback College during the academic year 2016-2017. Educationally, Shane holds a Bachelor of Arts in Economics from the University of California, Berkeley (2018-2020), a Bachelor's degree in Economics from Fudan University (2019), and an Associate's degree in Economics from Saddleback College (2014-2017).
This person is not in any teams
Whittier Trust
1 followers
Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States.