550 Silver Spur Road
Rolling Hills Estates,
Client AssociateOffice Manager
CONTACT:email@example.com DIRECT310-272-5871 FAX
EDUCATION:California State University - Fullerton
Shannon brings over a decade of experience in client service and fast-paced, dynamic team environments. Since she began her professional career, Shannon has worked in financial roles alongside city officials, entrepreneurs, and philanthropist.Shannon holds a Bachelor of Arts degree from California State University, Fullerton. Her diverse background, constant problem solving, and innovative processes will ensure your experience with our team is efficient, enjoyable, and timely.Shannon resides in Long Beach, CA, with her fiancé, Jeff. Together they enjoy watching and attempting to play golf. An active member and volunteer at her church, Shannon also gives her time to Volunteer Action for Aging, a group dedicated to caring for and spending time with senior citizens.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey.
550 Silver Spur Road, Suite 350
Rolling Hills Estates, CA 90275
(310) 270-9033 DIRECT
(310) 272-5871 FAX
(800) 934-4903 TOLL FREE
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