“Few people have the opportunity to work with someone as ‘Ridiculously efficient’ as Shannon. She has been one of the most dedicated, structured and goal-oriented person I have ever come across in my professional career. I had the pleasure of working closely with her during my stint at MEDICI and I always found her to be very positive, encouraging and helpful. Her hard work and deep understanding of the length and breadth of FinTech has always inspired me. As a global FinTech influencer, her insights and articles need no recommendation - Shanon has always been the FinTech Rockstar with her work striking chords with many of the biggest Financial Institutions around the world. A person with excellent people management skills, her collaborative approach of work has always been successful in making folks around her comfortable during a conversation and she is always eager to learn something from everyone around her. As a team member or a leader, Shannon earns my highest recommendation!”
About
Exceptionally talented and motivated marketing specialist with 9+ years of relevant and…
Activity
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Day one of In the Money / MarketCounsel collaboration is in the books. So many great guests. Looking forward to sharing their insights. Oleg…
Day one of In the Money / MarketCounsel collaboration is in the books. So many great guests. Looking forward to sharing their insights. Oleg…
Liked by Shannon Rosic
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I’m honored that UX Wealth was featured in WealthManagement.com’s "Meet Ten to Watch in 2025" article. A big thank you to David Lenok for taking the…
I’m honored that UX Wealth was featured in WealthManagement.com’s "Meet Ten to Watch in 2025" article. A big thank you to David Lenok for taking the…
Liked by Shannon Rosic
Experience
Education
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Miami University
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Activities and Societies: Alpha Delta Pi, Miami University Equestrian Team, President of Richard Hall, Acropolis Mentor
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Completed Mini MBA program covering Social Media Marketing
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Studied abroad in Paris and London
Final project was to develop a product and marketing plan
Teaching Assistant
Volunteer Experience
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Volunteer
Mile High Rescue
- 1 year 5 months
Animal Welfare
Mile High Rescue is a nonprofit dedicated to rescuing and rehabilitating horses to help them find their forever homes.
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Fundraising Volunteer
The Leukemia & Lymphoma Society
- Present 2 years
Nominated to run for Visionary of the Year for LLS
Publications
Recommendations received
4 people have recommended Shannon
Join now to viewMore activity by Shannon
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Welcome first-time sponsor Capital Square to Wealth Management EDGE - thank you Drew Jackson and Jessica Correnti, CFP® - thrilled to have you - see…
Welcome first-time sponsor Capital Square to Wealth Management EDGE - thank you Drew Jackson and Jessica Correnti, CFP® - thrilled to have you - see…
Liked by Shannon Rosic
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Really looking forward to be speaking along side Kartik Srinivasan, Oleg Tishkevich and John O'Connor at the MarketCounsel Consulting conference next…
Really looking forward to be speaking along side Kartik Srinivasan, Oleg Tishkevich and John O'Connor at the MarketCounsel Consulting conference next…
Liked by Shannon Rosic
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Always fun being on the other side of the mic 🎙️ thanks Elena Krasnow & Jimmy Moock for the conversation and laughs!
Always fun being on the other side of the mic 🎙️ thanks Elena Krasnow & Jimmy Moock for the conversation and laughs!
Shared by Shannon Rosic
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Our CEO John O'Connell, MBA is so excited to attend the MarketCounsel Consulting Summit next week in Vegas! John will be moderating a panel titled…
Our CEO John O'Connell, MBA is so excited to attend the MarketCounsel Consulting Summit next week in Vegas! John will be moderating a panel titled…
Liked by Shannon Rosic
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🎙️ Catch Me Podcasting LIVE at #MarketCounselSummit! 🎙️ I’m excited to announce that I’ll be hosting episodes of my podcast, “In The Money,” live…
🎙️ Catch Me Podcasting LIVE at #MarketCounselSummit! 🎙️ I’m excited to announce that I’ll be hosting episodes of my podcast, “In The Money,” live…
Liked by Shannon Rosic
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We are thrilled to announce Grayscale Investments has chosen to sponsor WealthManagement EDGE for 2025! Welcome back Seres Lu and Chana W. and team…
We are thrilled to announce Grayscale Investments has chosen to sponsor WealthManagement EDGE for 2025! Welcome back Seres Lu and Chana W. and team…
Liked by Shannon Rosic
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🚨 New episode alert 🚨 I don't think I can say enough nice things about Martha Underwood of Prismm. Her story is pretty incredible - born out of…
🚨 New episode alert 🚨 I don't think I can say enough nice things about Martha Underwood of Prismm. Her story is pretty incredible - born out of…
Shared by Shannon Rosic
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