Shannon McLaughlin Email & Phone Number
Regional Administrative Manager @ Ashton Thomas Private Wealth
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Shannon McLaughlin Location
- Los Angeles, CA, US
Shannon McLaughlin Work
- Regional Administrative Manager @ (August 2025 - Present)
- Executive Director, Private Wealth Serivces @ (April 2025 - June 2025)
- Chief Compliance Officer and Chief Operating Officer @ (July 2017 - April 2025)
- Chief Compliance Officer @ Boulevard Family Wealth
- Chief Compliance Officer @ Boulevard Family Wealth (January 2017 - April 2025)
Shannon McLaughlin Skills
- Internal Audits
- Presentations
- Executive Visibility
- Operational Planning
- Business Relationship Management
- Compliance Reporting
- Project Management
- Leadership
- Securities Regulation
- Negotiation
- KYC Verification
- Communication
- Analytical Skills
- Wealth Management
- Finance
- Regulatory Compliance
- Investment Advisory
- Human Resources (HR)
- Customer Relationship Management (CRM)
- Financial Services
- Financial Risk
- Due Diligence
- Risk Management
- Microsoft Office
- Management
- FINRA
- High Net Worth Individuals
- Operational Due Diligence
Shannon McLaughlin Summary
- Shannon McLaughlin, based in Los Angeles, CA, US, is currently a Regional Administrative Manager at Ashton Thomas Private Wealth. Shannon McLaughlin brings experience from previous roles at Americana Partners and Boulevard Family Wealth. With a robust skill set that includes Internal Audits, Presentations, Executive Visibility, Operational Planning, Business Relationship Management and more. Shannon McLaughlin has 2 emails and 1 mobile phone numbers on RocketReach.
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