Debbie Shaug
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Debbie Shaug Email & Phone Number

Associate Wealth Advisor at Cerity Partners
Location: San Francisco Bay Area, United States 6 work roles 2 schools
1 work email found @ceritypartners.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Associate Wealth Advisor
Location
San Francisco Bay Area, United States
Company size

Who is Debbie Shaug? Overview

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Quick answer

Debbie Shaug is listed as Associate Wealth Advisor at Cerity Partners, a with 211 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Debbie Shaug.

Debbie Shaug previously worked as Salesforce Administrator at Brouwer & Janachowski and Salesforce Consultant at Freelance Consultancy. Debbie Shaug holds Master Of Business Administration - Mba, Corporate Finance from Golden Gate University.

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Email format at Cerity Partners

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{first_initial}{last}@ceritypartners.com
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Profile bio

About Debbie Shaug

I build, nurture, and maintain key client relationships and gain trusted advisor status, quickly. Whether defining needs for technical projects, early in my career, or identifying and directing an online retail enterprise, today, my customer-focused approach drives positive results. By creating, implementing, and leading successful initiatives, I solidify customer engagement and retention.Applying expertise earned through multiple Salesforce.com (SFDC) certifications (Administrator ADM 201, Platform App Builder DEV 402 and Service Cloud ADM 261) improved data management, enhanced customer experience, and expanded market reach for multiple organizations.✧ KEY RELATIONSHIPS | ENGAGEMENT | PERSUASION | RETENTION | STRATEGIC PLANNINGUsing technology, I streamline processes, improve services, and assess market analytics. My ability to identify emerging trends informs effective short- and long-term strategies.I develop subject matter expertise, rapidly, and employ communication skills to clearly articulate project, program, and service goals and align cross-functional efforts. My approachability builds solid vendor, stakeholder, and customer relationships.✧ BUSINESS GROWTH | RELATIONSHIP MANAGEMENT | PROBLEM RESOLUTIONDAILY IMPACT INCLUDES: COMMUNICATION & ENGAGEMENT: Building relationships, educating customers, training employees, and partnering with key entities. Establishing service levels and managing public relations via digital, social, and traditional media.STRATEGIC & TACTICAL PLANNING: Mapping beginning-to-end plans, establishing metrics, benchmarks, and goals, and defining scalable operations, policies and procedures.TECHNOLOGY: Salesforce CRM | 3DCart CRM | Adobe Creative Cloud | HubSpot Zendesk | Zapier Google: AdWords, Webmaster Tools, Cloud & G Suite Visio | 123FormBuilder | FormTools | DocParser | Prezi |GoToWebex | GoToMeetings | SQL | HTML & CSS | QuickBooks | Microsoft Office Suite

Listed skills include Leadership, Customer Experience, High Pressure Situations, E Commerce, and 45 others.

Current workplace

Debbie Shaug's current company

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Cerity Partners
Cerity Partners
Associate Wealth Advisor
new york, new york, united states
Employees
211
AeroLeads page
6 roles · 27 years

Debbie Shaug work experience

A career timeline built from the work history available for this profile.

Associate Wealth Advisor

Current

Mill Valley, California, United States

Jan 2022 - Present

Salesforce Administrator

Brouwer & Janachowski
Jun 2019 - Dec 2021

Salesforce Consultant

Freelance Consultancy

El Cerrito, Ca

Completed Salesforce ADM 201 certification and partnered with 3 non-profit organizations in migrating legacy data to Salesforce, cloud-based CRM solution. Trained teams and formulated long-term growth strategies. (Concurrent with certification studies and business operations.)► PROJECT PAWS ALIVE, PORT ST. LUCIE, FL, 2018-Present Salesforce administrator: developed profile, rules, and permission deployment strategies. Met security requirements. Employed Agile methodologies in data migration from multiple sources. ► REMERGE, ATLANTA, GA, (PRN) 2018-Present Migrated historical data into Salesforce platform. Trained system administrator in ongoing maintenance. ► CENTERFORCE, MARIN, CA 2019-PresentCentralized and enabled mobile accessibility to program participant information and resources. Developed training content. TOOLS USED: data modeling, data mapping, workflow automation, and object, report, and dashboard design.

Jun 2017 - Jun 2019

Sole Proprietor

Ababysplace.Com

Albany, Ca

Managed beginning-to-end strategic planning, execution, and operations, single-handedly, for global retail business – growing from launch to 6-figure annual revenue, with 7% YOY growth. Forged and sustained domestic and international vendor relationships. Created online systems and amplified site traffic.■ Responded to customer preferences offering, and managing, more than 12,000 inventory items. Initiated program diminishing customer returns while boosting customer satisfaction. ■ Forged marketing and promotional partnerships. Collaborated with vendors regarding product development and secured exclusivity and promotional agreements.■ Gained market foothold responding to lower-priced competition with exemplary service. Created and maintained customer relationship management (CRM) database, and email marketing campaigns.■ Defined and optimized website presence, product presentation, and customer experience -- website architecture to site functionality and content.

2003 - Jun 2018

Business Owner

Photographic Art For Less

Albany, Ca

Identified market opportunity and launched online store in incipient stages of ecommerce sales and marketing channel. Negotiated vendor and service-provider contracts.

2001 - 2003 ~2 yrs

Multiple Roles Spanning 10+ Years

East Bay And San Francisco

Managed executive-level interactions and solidified customer loyalty in technology and financial sector roles. Led technical programs, projects, and implementations for more than 13 years. PROJECT MANAGER, MODIS CONSULTING. SAN FRANCISCO, CA (18 month contract)Coordinated technical teams and developed marketing plans and creatives. Managed multiple, concurrent national website design projects -- concept-to-execution. FINANCIAL ADVISOR, PRUDENTIAL SECURITIES, SAN FRANCISCO, CA (3 years)Analyzed and interpreted economic indicators, managed risk, and empowered investors with knowledge. Grew high-wealth client base -- $10 million investor portfolio. PROJECT MANAGER / BUSINESS DEVELOPMENT, MICRO-MRP / KEWILL SYSTEMS PLC, FOSTER CITY, CA (1 year)Led system evaluation process and implementation of –8-12 concurrent projects. Collaborated with C-suite executives and managed 8-12 enterprise resources planning (ERP) solution projects – evaluation to implementation for $25,000 to $200,000 projects. SALES & MARKETING MANAGER, GATES/ARROW DISTRIBUTING, HAYWARD, CA (1 year)Directed overall sales growth and channel development in 12-state region for national UNIX server and software wholesale distributor. Configured $25,000-$400,000 systems.PROGRAM MANAGER, 800-SOFTWARE, CORPORATE SOFTWARE, POINT RICHMOND, CA (8 years)Collaborated with client CIOs and IT directors and managed enterprise relationships with Fortune 100 and Fortune 500 clients. Supported current operations and long-term, business growth initiatives with technology solutions and programs.

2000 - 2001 ~1 yr
Team & coworkers

Colleagues at Cerity Partners

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2 education records

Debbie Shaug education

FAQ

Frequently asked questions about Debbie Shaug

Quick answers generated from the profile data available on this page.

What company does Debbie Shaug work for?

Debbie Shaug works for Cerity Partners.

What is Debbie Shaug's role at Cerity Partners?

Debbie Shaug is listed as Associate Wealth Advisor at Cerity Partners.

What is Debbie Shaug's email address?

AeroLeads has found 1 work email signal at @ceritypartners.com for Debbie Shaug at Cerity Partners.

Where is Debbie Shaug based?

Debbie Shaug is based in San Francisco Bay Area, United States while working with Cerity Partners.

What companies has Debbie Shaug worked for?

Debbie Shaug has worked for Cerity Partners, Brouwer & Janachowski, Freelance Consultancy, Ababysplace.Com, and Photographic Art For Less.

Who are Debbie Shaug's colleagues at Cerity Partners?

Debbie Shaug's colleagues at Cerity Partners include Julia Malin, Cfp®, Ciara C. Colón, Sean Moore, Nicholas Gerber, and Taylor Derringer.

How can I contact Debbie Shaug?

You can use AeroLeads to view verified contact signals for Debbie Shaug at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Debbie Shaug attend?

Debbie Shaug holds Master Of Business Administration - Mba, Corporate Finance from Golden Gate University.

What skills is Debbie Shaug known for?

Debbie Shaug is listed with skills including Leadership, Customer Experience, High Pressure Situations, E Commerce, Salesforce Lightning, Salesforce Non Profit Success Pack, Salesforce.Com, and Operational Improvement.

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