Shannon Garcia
Senior Manager at Schwab Advisor Services- Claim this Profile
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Topline Score
Bio
Chuck Robertson
Shannon is the glue who keeps things together! My experience with Shannon generally comes when no else can solve the problem and she is called in as the supervisor of her department to solve the problem. Shannon is tanatious in her desire not only to correct existing problems within her department but to maintain good relationships with the field so business flows correctly in the future. Ms. Garcia is in that top ten percent which does ninty percent of the work. Cudos to a job well done.
Chuck Robertson
Shannon is the glue who keeps things together! My experience with Shannon generally comes when no else can solve the problem and she is called in as the supervisor of her department to solve the problem. Shannon is tanatious in her desire not only to correct existing problems within her department but to maintain good relationships with the field so business flows correctly in the future. Ms. Garcia is in that top ten percent which does ninty percent of the work. Cudos to a job well done.
Chuck Robertson
Shannon is the glue who keeps things together! My experience with Shannon generally comes when no else can solve the problem and she is called in as the supervisor of her department to solve the problem. Shannon is tanatious in her desire not only to correct existing problems within her department but to maintain good relationships with the field so business flows correctly in the future. Ms. Garcia is in that top ten percent which does ninty percent of the work. Cudos to a job well done.
Chuck Robertson
Shannon is the glue who keeps things together! My experience with Shannon generally comes when no else can solve the problem and she is called in as the supervisor of her department to solve the problem. Shannon is tanatious in her desire not only to correct existing problems within her department but to maintain good relationships with the field so business flows correctly in the future. Ms. Garcia is in that top ten percent which does ninty percent of the work. Cudos to a job well done.
Credentials
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CFS Certified Fund Specialist
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CRC Certified Retirement Counselor
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Experience
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Schwab Advisor Services
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United States
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Financial Services
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100 - 200 Employee
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Senior Manager
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Jul 2016 - Present
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Curian Capital
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Financial Services
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1 - 100 Employee
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VP of Curian Client Services
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May 2005 - Present
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Liberty Finanical
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United States
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Financial Services
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Senior Product Specialist
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Sep 1999 - May 2001
Product training for the different invest companies (Liberty, Stein Roe, Wanger Asset Managment, Columbia Group, and Newport Pacific Group.) Product training for the different invest companies (Liberty, Stein Roe, Wanger Asset Managment, Columbia Group, and Newport Pacific Group.)
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Davis Selected Advisers
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United States
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Coporate Training
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1997 - 1999
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Education
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Colorado State University-Global Campus
Organizational Leadership -
Weber State University
Accounting and Finance
Community
