Shannon Balmer

Director of Operations and Compliance @Brown And Company, Inc

Denver, CO, US
EMAILS
s••••••@brownandco.com
MOBILE NUMBERS
+17•••••••03

Signup · Get unlimited contacts

WORK HISTORY

Mar 2022 — Present

Director of Operations and Compliance @Brown And Company, Inc

View department →

Denver, CO, US

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC see the contact and personal info section above. Series license Registrations held through LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Brown and Company, Inc. are registered to do business, please visit

EDUCATION

N/A

Colorado Planned Giving Roundtable

Certified Financial Planning (CFP) continuing education

N/A

Colorado College

Bachelor of Arts in Economics

SKILLS

Asset ManagementSeries 7PhilanthropySeries 7, Series 63, Series 24Due DiligenceHedge FundsInvestor RelationsFund of FundsNonprofit ConsultingFinancial ServicesInvestmentsAsset AllocationMutual FundsWealth Management ServicesSeries 24SecuritiesCommoditySeries 63Alternative Investments

ABOUT SHANNON BALMER

I am a growth-driven leader, with a focus on managing a large portfolio of high…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Shannon Balmer — Email, Phone Number & Contact Info | Unifers