Divisional Risk and Control Senior Analyst @ (March 2025 - September 2025)
Investment Bank Compliance Officer, Assistant Vice President @ (April 2023 - March 2025)
Investment Bank Business Line Compliance Officer, Associate @ (June 2022 - April 2023)
Swap Dealer and Security-Based Swap Dealer Compliance Officer, Associate @ (December 2020 - September 2022)
Investment Specialist @ (April 2020 - December 2020)
Financial Services Representative @ (May 2019 - May 2020)
Client Reporting Intern @ (January 2019 - April 2019)
Accounting Audit Intern II @ (April 2018 - December 2018)
Insurance Broker Student Internship @ (October 2017 - April 2018)
Beverage cart attendant and Hostess @ Jacksonville Golf and Country Club (April 2017 - October 2017)
Shannon McCabe Education
University of North Florida
Bachelor's degree (Financial Planning and Services, Cum Lade)
2015-2019
University of North Florida
Bachelor of Business Administration - BBA (Finance, Cum Lade)
2015-2019
Shannon McCabe Skills
Analytical Skills
Black Diamond
Business Analysis
Challenge Driven
Client Relations
Communication
Compliance Advisory
Creative Problem Solving
Critical Thinking
Cross-functional Collaborations
Customer Service
Executive-level Communication
Finance
Financial Advisory
Financial Planner Life Academy
Financial Reporting
Financial Services
Idea discovery
Implementation Experience
Interpersonal Communication
Interpersonal Skills
Investment Advisory Services
Investment Banking
Investment Management
Investments
Investor Relations
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Organization Skills
Problem Solving
Project Management
Project Support
Regulatory Compliance
Remediation
Report Preparation
Risk Analysis
Risk Management
RiskOps
Series 7
Strategic Initiatives
Strategic Planning
Team Leadership
Teamwork
Technical Proficiency
Tenacious Work Ethic
Time Management
Wealth Management Services
nudge Global
Shannon McCabe Summary
Shannon McCabe, based in Florida, United States, is currently a Private Wealth Associate at Unique Wealth. Shannon McCabe brings experience from previous roles at Deutsche Bank. Shannon McCabe holds a 2015 - 2019 Bachelor's degree in Financial Planning and Services, Cum Lade @ University of North Florida. With a robust skill set that includes Analytical Skills, Black Diamond, Business Analysis, Challenge Driven, Client Relations and more. Shannon McCabe has 4 emails and 3 mobile phone numbers on RocketReach.
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