SALI Fund Services, a JTC Group Company
Shawn Gordon currently serves as a Senior Associate in Business Development at SALI Fund Services, a JTC Group Company, having progressed through roles such as Business Development Analyst and Operations Analyst since September 2017. Prior experience includes positions as an Onboarding Consultant at Kestra Financial from January 2015 to June 2017, a Financial Consultant at Charles Schwab from August 2012 to January 2015, and a Financial Advisor at Edward Jones from October 2010 to June 2012, including participation in the PASS Program. Shawn Gordon holds a Bachelor of Science degree in Psychology from Georgia Southern University, earned in 2010.
SALI Fund Services, a JTC Group Company
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Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 130+ IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world. SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.