Shane Littleton
Email: shanefrancislittleton@gmail.com
LinkedIn: https://www.linkedin.com/in/shane-littleton-a0ba19126/
I passed the CFP® exam in July 2024 and am currently pursuing the Series 65. I'm a career-changer with 8 years experience in non-profits as a CRM/database administrator and analyst. I'm looking to get that first job in the industry, and bring my passion for learning and my skills with CRMs and spreadsheets. Check out my submission for the NAPFA West Region scholarship competition, where I was the highest scoring solo team (https://youtu.be/Ic_Lv3-CLdo)
Desired Position: Paraplanner, Client Service Associate
Preferred Business Channel: Fee-Only RIA
Location: Portland, OR
Preferred Work Location: Remote, Local In-Person
Compensation Preference: Salary (Fixed), Salary plus Bonus (Fixed and Variable)
Required Employer Benefits: None
Securities Licenses: None
Insurance Licenses: None
Designations: None
Education Level: Bachelor’s Degree
Current Position: Database Administrator and Analyst
Years of Industry Experience: 0
Number of Existing Client Households: 0
Planning Software Experience: None