JUNIOR ACCOUNT MANAGER
FAMILY OFFICE SERVICES
WOMACK BUSINESS MANAGEMENT*
Shane works with our Account Managers and Business Management/Family Office clientele to maintain their accounting along with ad hoc client needs and projects. Daily workflow includes monitoring cash balances, client bill-pay, bank reconciliations, and client deposits.
Junior Account Manager, Womack Business Management, Inc. (2019-Present)
Bookkeeper, Womack Business Management, Inc. (2017-2018)
Bookkeeper, Hyman Inc., (2015-2016)
*Womack Business Management, Inc. and Womack Wealth Management, Inc. are separate but affiliated companies. Services are engaged through separate agreements for Womack Wealth Management, Inc., an SEC Registered Investment Adviser firm, and Womack Business Management, Inc. For clarity, Womack Business Management, Inc. is not a Registered Investment Adviser firm and provides separate services.