Shannon P. Email & Phone Number

I am a results-driven operations professional with over 25 years of experience in financial services, specializing in supporting independent RIA firms. My extensive background includes hands-on roles across all aspects of the RIA business, providing me with a profound understanding of their unique requirements. I apply this knowledge and meticulous attention to detail to craft and execute efficient financial strategies, implement robust data management solutions, and develop impactful business plans that foster client growth.My strong analytical acumen and problem-solving skills enable me to navigate financial risks with confidence. Proficient in Microsoft Office, I hold a degree from the esteemed McCombs School of Business at The University of Texas at Austin.

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  The University Of Texas At Austin - Red Mccombs School Of Business

  Finance, General