SHAWNA BAIN

Shawna Bain is a seasoned financial operations professional with extensive experience in branch management and administrative roles. Currently serving as a Branch Operations Manager at Merit Financial Advisors since April 2023, Shawna previously held the position of Operations/Admin Manager at INVEX Financial from January 2018 to May 2023, where responsibilities included regulatory compliance, report creation, and personnel training. Earlier in career history, Shawna was a Senior Registered Client Associate at Lawrence Investment Group Of Wells Fargo Advisors from November 2005 to January 2018, and served as Operations Manager at Wachovia Securities from 2001 to 2005. Initial roles included wire operations at RBC Dain Raucher, Bateman Eichler & Co., and Pain Webber, contributing to a comprehensive background in financial services operations.