Shannon Rowan
Private Client Manager
Shannon brings over a decade of experience with client service in fast-paced, dynamic team environments. Since she began her professional career, Shannon has worked in financial roles alongside city officials, financial advisors, and philanthropists.
As a Private Client Manager, Shannon focuses on providing stellar customer service through thoughtful communication and a concierge approach to assisting clients manage their day-to-day account needs. She excels at building strong relationships with clients, understanding their unique needs, and delivering personalized solutions that exceed their expectations. Shannon’s dedication to her clients is evident in her proactive approach to problem-solving and her commitment to ensuring that every interaction is positive and productive.
In addition to her professional achievements, Shannon is a Southern California native and received her Master of Business Administration (MBA) from California State University Fullerton. She resides in Orange County, CA, where she enjoys a variety of activities such as running, golfing, and weightlifting.