Shannon is responsible for Operations at The Diamond Group Wealth Advisors. She is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement.
Shannon has extensive financial industry experience, stemming from her position as a Trade Specialist from Spear, Leeds and Kellogg, L.P (Goldman Sachs). In addition, her roles in areas of Market Risk, Credit Risk, and International Special Projects teams at Credit Suisse, provides broad expertise to serve our affluent client base.
Prior to joining our team, Shannon served as a Sr. Manager in Supply Chain Management for Strategic Sourcing at MedAsset/Viziant. In this role, she was accountable for over 60 sourcing teams with a total project value of over $700MM annually.
Shannon earned her Bachelors of Business Administration, with an emphasis in Finance and Economics from the Zicklin School of Business at Baruch College, New York City. She is a certified Project Management Professional (PMP)® and a member of the Project Management Institute (PMI).
She lives in Danville, CA with her husband and five children. You can often find her at the sports fields or shuttling children between events. She enjoys volunteer time at local schools and her church. Her personal interest includes hiking, wine tasting, and fine foods.