Shannon has been with CGC Financial for eleven years, and has become an integral part of its daily workings. As the main trader for CGC, Shannon takes on a large and varied client base. As a Series 7 registered professional, she executes trades, assists with rebalancing portfolios, helps clients with contributions and distributions, and works on many other components of the trading side. Her breadth of knowledge as a Series 7 licensed professional is invaluable.
In her spare time, Shannon spends time with her son, Kyro, at his many sporting events.
CREDENTIALS
- Series 7, 63