Shannon is a Client Service Associate – Team Lead at SAM. She is responsible for facilitating client’s operational requests such as asset movement and account updates.
Prior to joining SAM, Shannon managed the New Accounts Team at one of the nation’s largest credit unions. She was pivotal in shaping their policies and procedures through their milestone growth past 10 Billion in AUM.
After Shannon attended Southern New Hampshire University and the University of New Hampshire majoring in Accounting, she entered the financial world quickly working her way up from teller to a branch management role in both commercial banking and credit unions.