CLIENT SERVICES MANAGER
Shannon Caulfield is the go-to person at Shamrock Financial Services for onboarding a client to keeping them updated on any account information. She has worked on and off for Shamrock Financial Services all throughout her studies but now works for the company full time.
Shannon recently completed her MBA with a concentration in Statistics in May of 2021 from Zicklin School of Business in NYC. She completed a BS in Mathematics and a BA in International Developmental Studies before attending graduate school. In between undergrad and graduate school she spent a year volunteer teaching mathematics in a village in Namibia. She loves talking about finances with her friends and realizes the importance of saving for retirement-and has even had many of them open up their own retirement account (“it’s all about the power of compounding”!)! Her
favorite part about working in the financial industry is analyzing the different strategies and building out retirement income plans. Shannon has a lot to learn but plans to take the Investment Advisers Law Exam at the end of summer 2021 in order to become a licensed Registered Investment Adviser.
In her free time Shannon loves to do anything active and even ran the NYC marathon with her dad Seamus in 2019. Growing up in San Diego she has a passion for surfing, hiking, and anything outdoors.