Shannon Patel Email & Phone Number
@lhh.com
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Who is Shannon Patel? Overview
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Shannon Patel is listed as Independent Talent Advisor at Premier Talent Advisors, based in Greater Richmond Region, United States. AeroLeads shows a work email signal at lhh.com and a matched LinkedIn profile for Shannon Patel.
Shannon Patel previously worked as Senior Manager at Lhh and Senior Manager at Parker And Lynch. Shannon Patel holds Post-Baccalaureate Certificate Of Accounting, Accounting, 3.8 from Virginia Commonwealth University - School Of Business.
Email format at Premier Talent Advisors
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AeroLeads found 1 current-domain work email signal for Shannon Patel. Compare company email patterns before reaching out.
About Shannon Patel
At LHH, we have knowledge and real-world experience in accounting, finance, mortgage and banking industries. We complement that know-how with our ability as recruiters to look beyond a resume and evaluate a candidate's personal qualities. By recognizing these intangibles, we can determine the best match for a company and its culture. The right balance between real-world experience and recruiting expertise; skills and personality; your needs and our candidates' career goals--it's all part of an equation that helps us achieve success time and time again in this highly competitive field. To find the right people for your business you have to examine your current workforce and assess your areas of need. At the same time, you need to look ahead to see when your workload might intensify or when your business may need to expand for the long haul.LHH can help you look at your workforce of today--and tomorrow--from all angles. We'll show you the difference superior accounting and finance recruiting can make to your success.Specialties: We place senior level accounting and finance professionals, including: CFOs, Controllers, Accounting Managers, Financial Analysts, Senior Accountants, and Audit Professionals.
Listed skills include Accounting, Leadership, Tax, Training, and 9 others.
Shannon Patel's current company
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Shannon Patel work experience
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Senior Manager
CurrentSenior Manager
Senior Executive Recruiter
Tax Associate
-Prepared both individual and entity returns for wealth management clients-Utilized tax planning software for multi-year tax return comparisons-Played integral role in re-structuring Tax Return Process work flow, policies, and procedures-Prepared IRS Tax Notice Responses-Assisted with tax related projects as needed
Tax Associate
-Prepared both individual and entity returns; communicated with seniors, managers, partners and clients regarding status and completion of returns-Drafted responses to IRS for various tax return notices-Produced tax planning and estate planning reports for managers and partners-Served as member of Keiter recruiting team-Participated in Keiter events in the community including Corporate 4-Miler and VCU BAP’s Externship Day
Senior Operations And Sales Specialist
-Served as Specialist on Richmond Operations team for regional brokerage firm-Acted as main point of contact for all Fee Based related operational issues; played integral role in establishing policies and procedures for entire firm-Assisted Compliance with rewriting firm’s ADV to comply with new FINRA guidelines -Completed Fee Based billing project; transitioned 300+ accounts from a manual billing to an automatic billing system; ultimately assisted in making billing and accounting processes more efficient-Served as Project Manager for new broker-dealer; responsible for building out Fee Based platform through an alternative clearing firm
Senior Specialist/Team Leader, Fee Based Account Services Hotline
-Served as Team Leader for the Escalation portion of the Fee Based Account Services Hotline Team; acted as direct point of contact for all escalated calls/issues that originated on the Hotline-Delegated escalated issues to three other team members-Worked closely with senior leaders of various departments within firm to resolve large scale issues related to Fee Based accounts-Ensured that all associates on the Hotline were well informed of changes in policy and important product news-Provided training on new technological system used for escalation issues to various teams within department-Took ownership of urgent Hotline calls or issues that needed to be resolved immediately-Prepared weekly team metrics to report to management
Associate Product Specialist
-Served as one of the original members of the Hotline team, which was formed in February of 2005-Answered 50-70 calls daily; assisted branch associates with any Fee Based question, ranging from general product knowledge of Fee Based platform to specific operational functions of each product-Helped lead team through difficult periods of short-staffing; worked extra hours in order to provide support to field
Shannon Patel education
Post-Baccalaureate Certificate Of Accounting, Accounting, 3.8
Bachelor Of Arts (B.A.), Economics
Frequently asked questions about Shannon Patel
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What company does Shannon Patel work for?
Shannon Patel works for Premier Talent Advisors.
What is Shannon Patel's role at Premier Talent Advisors?
Shannon Patel is listed as Independent Talent Advisor at Premier Talent Advisors.
What is Shannon Patel's email address?
AeroLeads has found 1 work email signal at @lhh.com for Shannon Patel at Premier Talent Advisors.
Where is Shannon Patel based?
Shannon Patel is based in Greater Richmond Region, United States while working with Premier Talent Advisors.
What companies has Shannon Patel worked for?
Shannon Patel has worked for Premier Talent Advisors, Lhh, Parker And Lynch, Sbk Financial, and Keiter.
How can I contact Shannon Patel?
You can use AeroLeads to view verified contact signals for Shannon Patel at Premier Talent Advisors, including work email, phone, and LinkedIn data when available.
What schools did Shannon Patel attend?
Shannon Patel holds Post-Baccalaureate Certificate Of Accounting, Accounting, 3.8 from Virginia Commonwealth University - School Of Business.
What skills is Shannon Patel known for?
Shannon Patel is listed with skills including Accounting, Leadership, Tax, Training, Recruiting, Tax Accounting, Corporate Tax, and Tax Preparation.
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