Shanna Zito
Director, Client Relations at OneDigital
- Role
- Director, Client Relations at OneDigital
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Shanna Zito
Shanna Zito is the Director, Retirement Operations at OneDigital, Financial Services and works out of the firm’s Irvine office. She is responsible for leading the creative process for all marketing strategies and execution of plans that support communications to clients, associates and prospective financial advisors. She is also responsible for client retention and servicing. Shanna has over 25 years of experience in the financial services industry, primarily in the Retirement Plan market, and has been a valued member of the team. She continues to maintain a strong working knowledge of the retirement planning industry, financial markets, and product trends in order to champion new marketing ideas and innovation.EducationShanna attended Orange Coast College and went on to earn her Series 7, Series 63 (held with Triad Advisors, LLC).InterestsA true humanitarian, Shanna is passionate about animal welfare; arts and culture; children, disaster and humanitarian relief; economic empowerment and the environment.For more information please visit offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Experience
Director, Client Relations
Feb 2021 — Present
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