Shannon McLaughlin Email & Phone Number
Regional Administrative Manager @ Ashton Thomas Private Wealth
5 free lookup(s).
Shannon McLaughlin Location
- Los Angeles, CA, US
Shannon McLaughlin Work
- 2025 -now Regional Administrative Manager @
- 2025 -2025 Executive Director, Private Wealth Serivces @
- 2017 -2025 Chief Compliance Officer and Chief Operating Officer @
- now Chief Compliance Officer @ Boulevard Family Wealth
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 on RocketReach.
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Top Ashton Thomas Private Wealth Employees
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Karen McDade
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Drinan Gorney
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Daniel Meier
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Justin Limmer
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Shannon McLaughlin
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Claudiu Barbos
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Mark Cavalier
Managing Director, Partner | Private Wealth Advisor
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Kevin Kading
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Dan Ritter Jr
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Bozeman, MT, US
Angela Johnson
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Lance Knight
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Las Vegas, NV, US
Goda Stevens
Director of Operations
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