Shannon Romach Email and Phone Number
I have 18 years of experience in the finance industry as a registered assistant supporting management and advisors. I am extremely well versed in the finance industry and even more so when it comes to efficiency and organization when running this type of business and supporting clients. I am a hard worker with many strengths that are not only beneficial in the finance industry, but would be advantageous in any industry.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Halleran Financial Group
View- Website:
- halleranfinancialgroup.com
- Employees:
- 7
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Executive Assistant And Registered Client AssociateHalleran Financial GroupEast Rochester, Ny, Us
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Executive Assistant/Registered Client AssociateHalleran Financial Group Jul 2022 - PresentFairport, New York, United StatesProvide support services to clients and financial advisors in account management, operations, documentation, customer service, and technical supportSpeak with clients daily to answer questions about their accounts, help with investments, oversee movement of cash, and resolve any outstanding issuesSchedule meetings between clients and advisorsWork independently and with a team on different tasks
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Senior Registered Client AssociateWells Fargo Advisors Feb 2012 - Jul 2022Provide support services to clients and financial advisors in account management, operations, documentation, customer service, and technical supportOrganize processes to make onboarding new clients as easy as possibleCoordinate new accounts, account terminations, and client transitionsEvaluate operating processes to ensure efficiency and accuracySpeak with clients daily to answer questions about their accounts, help with investments, oversee movement of cash, and resolve any outstanding issuesMonitor accounts on an ongoing basis to minimize risk -
Registered Client Service AssociateMorgan Stanley Oct 2004 - Feb 2012Pittsford, New York, United StatesProvided administrative support to clients and advisors -
Operations ClerkA.G. Edwards May 2004 - Oct 2004Pittsford, New York, United StatesProcessed disbursements, input deposits, processed transfers between accounts and fed fund wires.
Shannon Romach Education Details
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Finance, General -
Finance, General -
Finance, General -
Finance, General
Frequently Asked Questions about Shannon Romach
What company does Shannon Romach work for?
Shannon Romach works for Halleran Financial Group
What is Shannon Romach's role at the current company?
Shannon Romach's current role is Executive Assistant and Registered Client Associate.
What schools did Shannon Romach attend?
Shannon Romach attended Western New England University, Macquarie University, University Of Massachusetts Amherst, Western New England University.
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