Shannon Niroo Email & Phone Number
@costapartnersllc.com
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Who is Shannon Niroo? Overview
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Shannon Niroo is listed as Sr. Consultant at Costa Partners LLC, a with 3 employees, based in Vista, California, United States. AeroLeads shows a work email signal at costapartnersllc.com and a matched LinkedIn profile for Shannon Niroo.
Shannon Niroo previously worked as Sr. Consultant at Fmt Consultants and System Administrator at Montesquieu Winery. Shannon Niroo holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of San Diego.
Email format at Costa Partners LLC
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AeroLeads found 1 current-domain work email signal for Shannon Niroo. Compare company email patterns before reaching out.
About Shannon Niroo
Shannon Niroo is a Sr. Consultant at Costa Partners LLC.
Shannon Niroo's current company
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Shannon Niroo work experience
A career timeline built from the work history available for this profile.
Sr. Consultant
System Administrator
Application Consultant
Operations Administrator
Operations Administrator
Client Service Associate
• Meet with clients to sign and go over paperwork regarding their accounts• Process and follow up on account paperwork and service requests• Help advisor forecast various investment scenarios for clients• Maintain Compliance requirements based on FINRA regulations• Assist in the managing and developing of company website for financial services• Aid in other office duties such as billing, answering phones, and filing
Operations Administrator
• Advised Advisors and Assistants on new and existing operation procedures• Resolved escalated issues for Advisor Teams related to Broker-Dealer Change• Trained and evaluated Advisor Assistants on processing business, using database systems, vendor relations, and other administrative duties• Collaborated with management team to solve issues related to vendors, staff, and workflow processes• Worked with Operations Manager to come up with best practices and procedure guides for staff
Advisor Assistant
• Prepared and processed client new account applications and service requests• Followed up on all transactions to ensure accuracy and completion for over 400 clients• Handled highly confidential client and representative information• Communicated daily with clients regarding account questions, requests, and appointments• Prepared correspondence and coordinates/schedules for client appointments for advisors
Assistant To Chief Compliance Officer
Updated files and CRM database for client account activity and financial representative informationReceived, reviewed, and filed in and outgoing correspondence, including electronicallyPrepped and organized for annual headquarters and individual branch office regulatory auditsAided in the compilation of paperwork for a new business compliant with FINRA standards
Financial Manager
Managed club sports teams with team registration, member sign-ups, and informationConducted all team financial transactions: purchase orders, check requests, and depositsMonitored each sports club budgets based on their team financial/budget plan
Payroll Clerk
Generated payroll for office management, irrigators, foremen, and pickersCalculated hour and bin rates for payroll checks in Grove Management departmentEntered data, printed checks, compared reports, and paid FICA taxesAssisted Grove Management with various areas of their responsibilities
Shannon Niroo education
Bachelor Of Science (Bs), Business Administration And Management, General
Human Resources Certificate, Human Resources
Education record
Frequently asked questions about Shannon Niroo
Quick answers generated from the profile data available on this page.
What company does Shannon Niroo work for?
Shannon Niroo works for Costa Partners LLC.
What is Shannon Niroo's role at Costa Partners LLC?
Shannon Niroo is listed as Sr. Consultant at Costa Partners LLC.
What is Shannon Niroo's email address?
AeroLeads has found 1 work email signal at @costapartnersllc.com for Shannon Niroo at Costa Partners LLC.
Where is Shannon Niroo based?
Shannon Niroo is based in Vista, California, United States while working with Costa Partners LLC.
What companies has Shannon Niroo worked for?
Shannon Niroo has worked for Costa Partners Llc, Fmt Consultants, Montesquieu Winery, Tridea Partners, and Equitykey.
Who are Shannon Niroo's colleagues at Costa Partners LLC?
Shannon Niroo's colleagues at Costa Partners LLC include Kaydee Baker.
How can I contact Shannon Niroo?
You can use AeroLeads to view verified contact signals for Shannon Niroo at Costa Partners LLC, including work email, phone, and LinkedIn data when available.
What schools did Shannon Niroo attend?
Shannon Niroo holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of San Diego.
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