Shannon Gillis is a Wealth Specialist at Victory Capital since April 2021, focusing on High Net Worth Clientele. Prior experience includes roles as a Senior Brokerage Services Representative at New York Life Investments, an Account Executive at DealerSocket, and an Investment Consultant at TD Ameritrade, where responsibilities included prospecting and presenting a variety of investment options. Shannon also held positions as a Financial Advisor at both JPMorgan Chase & Co. and Citi, with similar duties in prospecting and investment presentation.
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