Crpc® Joe Shea

Joe Shea, CRPC®, currently serves as AVP at BankFive and Investment Executive with Infinex Investment Services, Inc. since January 2023. Previous experience includes roles as Financial Advisor at CUNA Brokerage Services, Inc. from September 2017 to January 2023, and as Financial Consultant & Vice President at Santander Investments from September 2016 to September 2017. Joe has held multiple financial advisory positions with CUNA Brokerage Services, Inc., Morgan Stanley Wealth Management, Citizens Bank, and CCR LLP, accumulating extensive experience in the financial sector since 2002. In addition to financial roles, Joe's background includes management and counseling positions at Beacon Residential Management, Dr. Franklin Perkins School, and Camp Joslin. Joe earned a BS in Psychology from Worcester State University and is a graduate of Saint Mary's Regional High School.