Shannon Eusey Location
Newport Beach, CA, US
Shannon Eusey Work
- 2002 - now CEO and Co-Founder @ Beacon Pointe
- 2012 - now Women's Advisory Institute Board Member @ Beacon Pointe
- 2019 - now Member Board Of Directors @ Pacific Mercantile Bank
- 2018 - now Book Author @ Your Dollars, Our Sense
- 2014 - 2019 Professor, Wealth Management @ University of California, Irvine - The Paul Merage School of Business
- 1994 - 2002 Senior Managing Director @ Mar Vista Investment Partners, LLC
- 1994 - 2002 Senior Managing Director @ Mar Vista Investment Partners, LLC
Shannon Eusey Education
- UCLA
MBA (Finance)
1999 - 2003 - UC Irvine
BA
1988 - 1992
Shannon Eusey Skills
- Investment Advisory
- Financial Planning
- Investment Advisory Services
- Investment Management
- Mergers & Acquisitions (M&A)
- Endowments
- Philanthropy
- Wealth Management
- Board of Directors
- Customer Service
Shannon Eusey Summary
Shannon Eusey, based in Newport Beach, CA, US, is currently a CEO and Co-Founder at Beacon Pointe. Shannon Eusey brings experience from previous roles at Beacon Pointe, Pacific Mercantile Bank, Your Dollars, Our Sense and University of California, Irvine - The Paul Merage School of Business. Shannon Eusey holds a 1999 - 2003 MBA in Finance @ UCLA. With a robust skill set that includes Investment Advisory, Financial Planning, Investment Advisory Services, Investment Management, Mergers & Acquisitions (M&A) and more. Shannon Eusey has 2 emails and 2 mobile phone numbers on RocketReach.
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Others Named Shannon Eusey
-
Shannon Eusey
CEO and Co-Founder at Beacon Pointe
Newport Beach, CA, US25+
Top Beacon Pointe Employees
-
Shannon Eusey
CEO and Co-Founder at Beacon Pointe
Newport Beach, CA, US25+ -
Allison
Chief Marketing Officer at Beacon Pointe
Newport Beach, CA, US24 -
David le
Chief Technology Officer and Wealth Advisor at Beacon Pointe
Newport Beach, CA, US22 -
Matt Cooper
President at Beacon Pointe
Dallas, TX, US35 -
Mike Breller
Managing Director, Institutional Consulting at Beacon Pointe
Newport Beach, CA, US55+ -
Michael Skillman
Managing Director, Institutional Consulting at Beacon Pointe
Newport Beach, CA, US45+ -
Michael Dow
Chief Investment Officer at Beacon Pointe
Newport Beach, CA, US25+ -
Rocky Lin
Managing Director at Beacon Pointe
San Jose, CA, US34 -
Chitra Staley
Managing Director at Beacon Pointe
Waltham, MA, US15+ -
Jordan Heller
Managing Director, Partner at Beacon Pointe
New York, NY, US25 -
Laine Ainsworth
Managing Director and Partner at Beacon Pointe
Newport Beach, CA, US25+ -
Carrie Gallaway
Managing Director, Partner at Beacon Pointe
New York, NY, US25+ -
Chris Palermo
Managing Director at Beacon Pointe
Phoenix, AZ, US25+
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