Shannon is responsible for Operations at The Diamond Group Wealth Advisors. She has expertise in Organizational Management, Change Management, Strategic Planning and Business Analytics, Process Improvement, Management of Cross-Functional Teams, Project Management, and Leadership Development. She is motivated to create ways to increase client efficiencies in all our engagements and thoroughly enjoys her work.
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, she worked in the areas of Market Risk, Credit Risk, and International Special Projects teams at Credit Suisse.
Prior to joining our team, Shannon served as a Sr. Manager in Supply Chain Management and AVP 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)®, a member of the Project Management Institute (PMI), an Associate Certified Coach (ACC), and a member of the International Coaching Federation. In her pursuit of higher learning, Shannon has recently earned her Accredited Wealth Management Advisors® designation.
She lives in Berthoud, CO with her husband, children, and two dogs. She enjoys volunteer time at local schools and at non-profit community-based programs. Her personal interest includes hiking, wine tasting, and fine foods.