Shannon M.
Senior Business Manager @Neil Jesani Advisors, Inc.
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WORK HISTORY
Senior Business Manager @Neil Jesani Advisors, Inc.
Las Vegas, NV, US
Serve as the primary screener for prospective clients with $2M+ in assets, ensuring alignment with firm\'s advisory services • Conduct initial consultations to assess client financial needs, goals, and readiness for advisory engagement • Schedule and coordinate meetings between qualified prospects and senior tax advisors • Manage the client intake pipeline, maintaining a high conversion rate from inquiry to engagement • Support firm growth by identifying new client opportunities and nurturing referral relationships • Act as a bridge between clients and the advisory team to ensure seamless onboarding experience
EDUCATION
University of Nevada, Reno
Bachelor of Arts - BA, Psychology
Lassen Community College
Associate of Arts - AA, Psychology
Lassen Community College
Associate of Arts - AA, Social Sciences
ABOUT SHANNON M.
With over 15 years of experience in sales, marketing, and business development, I bring a rare combination of strategic thinking, relationship-building, and operational excellence to every role. At Neil Jesani Advisors, Inc, I serve as the first point of contact for high-net-worth prospective clients - carefully screening inquiries, understanding financial goals, and connecting qualified individuals with the right advisors for their needs.I specialize in working with clients who have $2M+ in assets or income, ensuring they receive a personalized, white-glove experience from their very first interaction with our firm.Prior to joining Neil Jesani Advisors, I led sales and marketing teams at a private firm and KO Logistics, where I consistently drove double-digit revenue growth, expanded market presence, and built high-performing teams across California and Nevada.Core strengths: Client Screening & Relationship Management · Advisory Coordination · Sales Strategy · Team Leadership · Business Development · High-Net-Worth Client Services
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