Shannon is the Head of Sales and Marketing at AdvicePay, a strategic leader blending creativity with data-driven insights. Her focus centers around the trifecta of people, process, and platform, believing success comes from empowering teams, streamlining operations, and leveraging the right tools (like AdvicePay itself!) Shannon has been with AdvicePay since 2019, playing a pivotal role in its growth, including bringing AdvicePay to some of the largest RIAs and broker-dealers in the industry.
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