Curian Capital
Shannon Garcia has a strong work history in the financial services industry. Shannon began their career at Davis Selected Advisers in 1997, where they worked in corporate training until 1999. Shannon then joined Liberty Financial as a Senior Product Specialist from 1999 to 2001. In 2005, Shannon transitioned to Curian Capital, where they held the position of VP of Curian Client Services. Since 2016, they have been working as a Senior Manager at Schwab Advisor Services.
Shannon Garcia has pursued their education in the field of Organizational Leadership at Colorado State University Global. Additionally, they have also studied Accounting and Finance at Weber State University. Shannon has obtained certifications as a CFS Certified Fund Specialist and a CRC Certified Retirement Counselor, although the specific institutions and dates of certification are unknown.
Curian Capital
Curian Capital is committed to helping financial professionals provide their clients with the best investment advice, managed account solutions and service possible. This commitment is rooted in our belief that working with an excellent advisor maximizes an investor’s opportunity to reach his or her financial goals. We strive to empower financial professionals with the tools to achieve excellence so they can help investors achieve success. Leader. With over $10 billion in assets under management as of December 30, 2014, Curian is a leading asset management company offering personalized, fee-based managed accounts to investors. Innovator. Through a state-of-the-art technology platform, Curian provides access to the resources of exclusive institutional money managers whose knowledge and expertise typically are available only to wealthy individuals and institutions. Partner. We partner with financial professionals to provide a fully diversified, institutional-quality managed account based on an investor’s needs and preferences. Visit Curian.com for more information.