
Shannon approaches her role as a Senior Registered Client Service Associate at Seventy2 Capital with a focus on clients, proactiveness, and attention to detail. She helps ensure a seamless experience by being responsive and organized while confirming that all account servicing and administrative tasks are handled accurately and efficiently. Shannon is also a key support to advisors, anticipating needs, preparing materials, and helping create a polished client experience from start to finish. She prioritizes building strong client relationships through consistent communication and high-quality service.
Prior to joining Seventy2 Capital, Shannon gained over 20 years of experience in financial services with practices including Ferris, Baker Watts Inc., and RBC Wealth Management. She earned a Bachelor of Science degree from Towson University.
Location: Hunt Valley
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