Shannon Munton

Customer Experience Executive | Financial Services | Client & Employee Experience | Business Process Outsourcing | Contact Centers | Change Management | FINRA Licenses | People Leader | Segmentation Leader

Role
SVP Service, Institutional Services at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Shannon Munton

Strategic operating and customer experience (CX) leader with a demonstrable history of…

Experience

  1. SVP Service, Institutional Services

    LPL Financial

    Jun 2024 — Present · Charlotte, NC, US

Education

  • The Wharton School

    Securities Industry Institue, SII-SIFMA

  • Southern Illinois University, Carbondale

    BS

Skills

  • Series 24
  • Cross-Functional Team Leadership
  • Banking
  • Analysis
  • Business Analysis
  • Process Improvement
  • Business Strategy
  • Vendor Management
  • Operations Management
  • Team Building
  • Call Center
  • Strategic Planning
  • Program Management
  • Series 63
  • Financial Services
  • Crm
  • Business Process Improvement
  • Trading
  • Series 9 & 10
  • Customer Satisfaction
  • Customer Retention
  • Series 7
  • Team Leadership
  • Customer Service
  • Avaya

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Shannon Munton — SVP Service, Institutional Services at LPL Financial in Charlotte, NC, US | Unifers