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LeAnn Shea

Client Associate LinkedIn

About

As a member of our Client Service Team, LeAnn manages administrative and operational activities for our clients. She supports our wealth management team by preparing investment portfolio reviews and processing client asset transfers.

LeAnn is a native San Franciscan and has worked in client service for the financial industry for 15 years with experience working for First Republic Private Wealth Management where she was the client service associate for a team of six portfolio managers as well as the assistant editor of their quarterly newsletter, Natixis Investment Managers where she was a senior client service/operations specialist and co-chair of the ESG Proxy Voting Committee, and RBC Wealth Management.

Education

  • B.A. in Journalism, San Francisco State University
  • MBA, University of Illinois, Urbana Champaign Gies College of Business

Highlights

  • Series 7 license holder
  • Series 66 license holder
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