Shannon Garcia

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.