The welcoming voice you first hear is our very capable receptionist, Shannon. She has been in the financial services industry since 2010 and enjoys working with clients to ensure transactions flow smoothly. She has served as a Bank Service Manager, a Loan Closing Associate for Restaurant Financing, and has also assisted Financial Advisors and clients with many operational tasks. Shannon can easily assist you with most inquiries, account modification, and follow up.
Shannon is married, the mother of a one-year old daughter and has two dogs. In her spare time she enjoys her family, baking, practicing yoga and this beautiful life one day at a time.
- BS Degree – Psychology – San Diego State University
- Bookkeeping Certification – University of California San Diego