Shannon is the Director of Business Development. She joined Tablecloth in 2020 after spending 10+. years focused on Business Development and Business Consulting primarily with LPL Financial, the industry’s largest independent broker dealer. At LPL Shannon partnered with affiliated RIA firms and Financial Advisors and excelled at helping them to see opportunities in their practice to meet the objectives they had established for their business and increase overall profitability. Her approach to establish strategic relationships was based on listening, efficiencies and business optimization. She’s excited to leverage these practices through the lens of ESG and continue to execute on her personal WHY; “serve the clients in a meaningful way so they can focus on what’s most important, their businesses and their clients." Born and raised in Connecticut, Shannon currently calls San Diego home. She attended Roger Williams University, double majoring in Business Marketing and Creative Writing.
