Shannon Duncan
Professional Financial Advocate | Daily Money Manager and Operations Coordinator
- Role
- Daily Money Manager at MemoryBanc
- Location
- Falls Church, VA, US
- LinkedIn followers
- 500 followers
About Shannon Duncan
With over 30 years of experience in project coordination, financial oversight, and…
Experience
Daily Money Manager
Nov 2024 — Present · Northern Virginia, VA, US
Manage daily financial tasks for clients, including bill payments, account reconciliation, and document organization, ensuring accuracy and timeliness- Create personalized budgets and simplified tracking systems to support financial stability and increase client understanding and engagement- Coordinate with family members, attorneys, CPAs, and care teams to align financial management with legal, medical, and long-term care plans- Advocate for clients by resolving billing issues with service providers and protecting their financial interests with discretion and integrity- Build trusted relationships through compassionate, confidential service, tailored to the needs of aging adults and individuals facing cognitive or physical challenges.
Education
Georgetown University
Bachelor of Science - BS, Business Administration and Management, General
1989 — 1993
Skills
- Teaching
- Nonprofits
- Organizational Development
- Community Outreach
- Event Planning
- Training
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