As a member of the client service team, Shannon provides ongoing support to their team of advisors to meet the needs of their clients. Through such tasks as managing custodial relations, opening new accounts, and executing transactions, Shannon loves that she can build relationships with each client she interacts with, making a difference in their lives.
Current role
Client Service Associate (independent Franchise Owners Network) at Wedbush Securities
Client Services Associate at Rep Data
Senior Client Service Associate at Coldstream Wealth Management
Senior Client Service Associate at Sage Mountain Advisors
Client Services Associate at Archer Education
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