Shannon Brennan has a diverse work experience spanning several companies and roles. Shannon began their career at Wegmans Food Markets in 1992, where they worked as an Accounting Office Clerk, Trainer, and Cashier for nearly 20 years. At Wegmans, they were responsible for training new cashiers, balancing cash drawers, and managing financial transactions.
In 2012, Shannon transitioned to U.S. OMNI, where they initially worked as a Compliance Specialist for three years. In this role, they ensured the compliance of 403b retirement accounts for 300 school districts nationwide. Shannon also assisted with employee contribution limits and addressed any issues with Salary Reduction Agreements. Shannon later became a Banking Specialist/Accounts Receivable and handled various financial tasks, including posting client checks, reconciling accounts, and managing QuickBooks.
In 2018, Shannon joined ISAAC Heating and Air Conditioning as a Warranty Coordinator. Their responsibilities included tracking and filing warranty claims, as well as following up with vendors for timely credit processing.
Most recently, in 2019, Shannon joined EPIC Retirement Plan Services as a Client Services Team Lead. Prior to this role, they worked in the company's Client Services department. Further details of their responsibilities in these roles were not provided.
Overall, Shannon's work experience demonstrates their strong financial and administrative skills, as well as their ability to adapt and excel in different industries.
Shannon Brennan earned an Associate of Arts and Sciences (AAS) degree in Accounting and Business/Management from the University of Phoenix, where they attended from 2010 to 2014. In addition to their degree, they have obtained certifications in "Building Resilience as a Leader" and "Prioritizing Your Tasks" from LinkedIn, which were obtained in 2023.
March, 2023 - present
February, 2019
Analytics Client Services Team Lead, North America at Confluence Technologies
Client Service Team Lead at Vivaldi Capital Management
Client Services Team Lead at Marbill
Client Services Team Lead at Granite
Client Services Team Lead at Acre
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