As Operations Manager for Concorde Investment Services and Concorde Asset Management, Shannon is responsible for managing the Operations Support/Concorde Virtual Assistant Team as well as the Data Specialist. She has held various compliance and operational capacities with Concorde since 2013. Utilizing her background in Compliance, AML, and Operations, Shannon provides ideas and improvements to continually employ best practices regarding operational requirements in our ever-changing environment.
Shannon began her compliance career in 2000 with Munder Capital Management as a Compliance Administrator. During her 7 years at Munder, she was responsible for enforcing the firm’s Code of Ethics, mutual fund and institutional suitability, advertising review, and various compliance reporting.
Shannon graduated from Eastern Michigan University and holds Series 7 and 24 licenses.
Shannon resides in Newport, Michigan with her husband, three teenagers, and two Golden Doodles. In her free time, she is an unpaid uber to her children for their practices (football, baseball, tennis, and bowling) and of course, their loudest, proudest cheerleader. She also enjoys planning vacations and date nights with her husband, Russ.