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Shannon Eusey Location
Newport Beach, CA, US
Shannon Eusey Work
CEO and Co-Founder @ (March 2002 - Present)
Women's Advisory Institute Board Member @ (January 2012 - Present)
Member Board Of Directors @ (May 2019 - Present)
Book Author @ (January 2018 - Present)
Professor, Wealth Management @ (April 2014 - April 2019)
Senior Managing Director @ (January 1994 - January 2002)
Senior Managing Director @ (January 1994 - January 2002)
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
Editing
Project Management
Research
Digital Marketing
Social Media Marketing
Entrepreneurship
E Commerce
Google Analytics
Fundraising
Investments
Negotiation
Policy
Mergers and Acquisitions M&A
Mergers and Acquisitions
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 1 emails and 2 mobile phone numbers on RocketReach.
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