Client Service Specialist
As a Client Service Specialist, Shannon works closely with the wealth advisors in the implementation and ongoing service needs for clients. Shannon is experienced in working directly with custodians and knowledgeable in all aspects of account administration.
“I have a passion for helping clients, and I enjoy seeing them achieve their financial goals.”
Shannon has more than 10 years’ experience in the investment management industry. Prior to joining Frontier, Shannon worked for two Registered Investment Advisory firms in the San Francisco Bay area. In her most recent role, she was an Assistant Portfolio Manager for Atherton Lane Advisers in Menlo Park, California, and worked closely with high-net-worth clients. She began her career in the financial services industry with Invesco Funds in Denver.
Shannon received her undergraduate degree from the University of Northern Colorado in communications and journalism. In her spare time, Shannon enjoys time with her husband Nick and her son Ethan. She also enjoys running half marathons, skiing and traveling. Her favorite trip has been traveling to China for several weeks.