Shannon Smith Email & Phone Number
Director of Planning and Client Experience @ Pallas Capital Advisors
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Shannon Smith Location
- Boston, MA, US
Shannon Smith Work
- Director of Planning and Client Experience @ (May 2021 - Present)
- Financial Advisor - The Cullen Wealth Management Group @ (May 2015 - May 2021)
- Wealth Planning Analyst @ (June 2013 - May 2015)
- Senior Client Associate @ (July 2007 - June 2013)
Shannon Smith Education
- Boston University
Bachelor of Science (B.S.) (Business Administration)
2002-2006
Shannon Smith Skills
- Strategy
- Customer Service
- Sales
- Analysis
- Business Analysis
- Wealth Management
- Management Des Projets
- Commitment Ceremonies
- Investments
- Mutual Funds
- Financial Planning
- Training
- Program Development
- Fundraising
- Management
- Program Management
- Nonprofits
- Volunteer Management
- Event Management
- Recruiting
- Public Relations
- Community Outreach
- Public Speaking
- Budgets
- Staff Development
- Youth Development
- Non Profits
- Operations Management
- Community Development
- Event Planning
- Leadership
- Microsoft Office
- Grant Writing
- Research
- Grants
- Philanthropy
- Policy
- Public Policy
- Marketing
- Marketing Communications
- Project Management
- Outlook
- Data Entry
Shannon Smith Summary
- Shannon Smith, based in Boston, MA, US, is currently a Director of Planning and Client Experience at Pallas Capital Advisors. Shannon Smith brings experience from previous roles at UBS. Shannon Smith holds a 2002 - 2006 Bachelor of Science (B.S.) in Business Administration @ Boston University. With a robust skill set that includes Strategy, Customer Service, Sales, Analysis, Business Analysis and more. Shannon Smith has 1 emails on RocketReach.
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