Head of Practice Management
SEI
Shauna leads and develops programs that focus on helping independent advisors grow their businesses, create efficiencies in their operations, and differentiate their practices.
Shauna joined SEI after 16 years working with financial advisors, asset managers, and financial service businesses. Before SEI, she founded Inspire Growth, a consulting and coaching business focused on sales and best practices for financial advisors. Shauna spent the first eight years of her career working at an RIA firm, which informs her practice management expertise to this day.
Shauna earned a bachelor’s degree in political science from Villanova University. She holds a FINRA Series 7 license.
Disclosure information not submitted.
The Greatest Opportunities and Threats for Advisory Firms Today (and what to do about it)
Thursday, September 28, 2023
3:15 PM – 4:15 PM MST