Shannon Pons, Caia Email & Phone Number

A seasoned solutions-based Sales Leader, Shannon brings extensive business development expertise spanning public and private credit, equity, and real estate markets. He excels in developing and executing distribution strategies throughout the client lifecycle, effectively expanding market share and profitability while meeting clients’ investment objectives. Shannon’s ability to achieve personal production success across diverse investor types, including pensions, insurance general accounts, endowments, foundations, and family offices, while also leading a diverse sales organization, underscores his commitment to delivering exceptional results. His knowledge and expertise can summarized by: -Strategy, Design, and Execution: Renowned for his agility and innovation, Shannon leads with a focus on growing a company’s competitive positioning by crafting clear paths for new product development, pioneering novel channels and customer engagement models, and enhancing client experiences across the relationship lifecycle. -Business Development & Client Relationship Management: Leveraging strong communication skills, Shannon influences both internal and external stakeholders to strengthen relationships, drive outcomes, and cultivate enduring partnerships in alignment with strategic business objectives. He excels in building, managing, and mentoring high-performing sales teams to achieve scale and desired results. -New Product Development: Shannon collaborates seamlessly with investment management, product specialists, and market strategists to develop innovative single and multi-asset class solutions. Responsive to industry shifts and regulatory changes, he structures products that optimize client risk and return objectives. -Transformation & Change Leadership: Adept at driving large-scale business transformations, Shannon harnesses internal capabilities in inventive ways to execute organizational change that benefits both the firm and its client base.