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Shannon M.
AVP Corporate Strategy @LPL Financial
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WORK HISTORY
AVP Corporate Strategy @LPL Financial
San Francisco, CA, US
Pioneered weekly competitive intelligence for the Advisor Business Strategy group, covering the wirehouse, regional/national BD, RIA, and 1099 verticals as well as industry trends• Conducted a customer journey mapping exercise for the Private Wealth business line, identifying friction points and recommending process improvements and investment opportunities• Led annual strategic planning for the Advisor Business Lines, including KPI development and strategic initiative planning
EDUCATION
Hawaii Baptist Academy
Highest Honors Diploma
Monash University
Bachelor of Business Administration - BBA, Business and Economics
University of Hawai‘i - Shidler College of Business
Bachelor of Business Administration (B.B.A.), Finance, International Business, Entrepreneurship
National University of Singapore
Bachelor of Business Administration - BBA, Finance, General
SKILLS
ABOUT SHANNON M.
Strategist with a background in Fortune 500, B2B SaaS, PE Value Creation, and Management Consulting. Experienced developing and implementing growth strategies in the Financial Services, Fintech, EdTech, Healthcare, Digital Experience, Engineering, and Manufacturing verticals. When I\'m not thinking strategy, you can find me following the NBA and NFL with my dog, Felix I graduated from the University of Hawaii at Manoa with a B.B.A in Finance, International Business, and Entrepreneurship. During my time at UH, I was fortunate to spend semesters abroad in Australia and Singapore, which shaped by passion for travel and broadened my cultural perspective
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