Jerilyn Shannon
Chief Compliance Officer at TrinityPoint Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Experience
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TrinityPoint Wealth
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United States
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Investment Management
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1 - 100 Employee
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Chief Compliance Officer
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May 2018 - Present
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Beirne Wealth Consulting Services, LLC (BWC)
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United States
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Financial Services
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1 - 100 Employee
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Compliance Officer
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Apr 2013 - May 2018
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Mercer
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United States
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Professional Services
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700 & Above Employee
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Associate
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Jul 2011 - Apr 2013
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Associate Consultant
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Oct 1996 - Jun 2011
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Administrative Assistant
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1994 - 1996
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Education
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1994 - 1997
Sacred Heart University
MBA, Finance -
1989 - 1993
Bryant College
BS, Applied Actuarial Mathematics
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