Shannon joined JSF Financial in 2018 and is responsible for monitoring and managing all active and incoming tasks for Mordechai’s clientele. She is also a primary point-of-contact for clients for document-gathering, meeting preparation, and scheduling. Additionally. Shannon works with our portfolio management team to facilitate ongoing communication with fund managers and alternative investment managers.
Shannon is wrapping up a Bachelor’s Degree in Business and Finance at California State University, Northridge. In her free time she enjoys traveling to her mother’s native Ireland, hiking, and weekend trips with family and friends.