Shannon O'Donnell
Financial Professional at Concord Wealth Management- Claim this Profile
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English -
Topline Score
Bio
Ashley Burke
Shannon has been my financial advisor for a year now, and I couldn't be more pleased with the results thus far. She actually listened to my goals in our initial consultation and has since worked with me to create a plan that'll safely get me where I want to be (without any unnecessary risk). Shannon's professionalism and analytical ability are unparalleled, and her ability to walk me through different options so that I clearly understand them is incredible. Her passion for financial planning and helping others truly shines through during every planning meeting; I would highly recommend working with Shannon on any and all financial goals!
Ashley Burke
Shannon has been my financial advisor for a year now, and I couldn't be more pleased with the results thus far. She actually listened to my goals in our initial consultation and has since worked with me to create a plan that'll safely get me where I want to be (without any unnecessary risk). Shannon's professionalism and analytical ability are unparalleled, and her ability to walk me through different options so that I clearly understand them is incredible. Her passion for financial planning and helping others truly shines through during every planning meeting; I would highly recommend working with Shannon on any and all financial goals!
Ashley Burke
Shannon has been my financial advisor for a year now, and I couldn't be more pleased with the results thus far. She actually listened to my goals in our initial consultation and has since worked with me to create a plan that'll safely get me where I want to be (without any unnecessary risk). Shannon's professionalism and analytical ability are unparalleled, and her ability to walk me through different options so that I clearly understand them is incredible. Her passion for financial planning and helping others truly shines through during every planning meeting; I would highly recommend working with Shannon on any and all financial goals!
Ashley Burke
Shannon has been my financial advisor for a year now, and I couldn't be more pleased with the results thus far. She actually listened to my goals in our initial consultation and has since worked with me to create a plan that'll safely get me where I want to be (without any unnecessary risk). Shannon's professionalism and analytical ability are unparalleled, and her ability to walk me through different options so that I clearly understand them is incredible. Her passion for financial planning and helping others truly shines through during every planning meeting; I would highly recommend working with Shannon on any and all financial goals!
Credentials
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Bloomberg Certified
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Experience
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1847Financial (formerly Concord Wealth Management)
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United States
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Financial Services
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1 - 100 Employee
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Financial Professional
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Jun 2018 - Present
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Putnam Investments
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United States
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Financial Services
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700 & Above Employee
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Investor Service Representative Intern
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May 2017 - Mar 2018
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Merrimack College
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United States
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Higher Education
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700 & Above Employee
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Sakowich Information Center
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Aug 2016 - Dec 2017
•Contribute to daily duties involving customer service including answer phone calls, give directions, complete assignments assigned by Area Manager•Provide great customer service to all residents, guests and visitors
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Financial Coach Intern at Financial Capability Center
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Jan 2017 - May 2017
• Training to be a financial coach to help and direct clients towards a certain path in reaching their own goals• Providing financial capability workshops that give clients basic knowledge and skills with one-on-one sessions• Learning about other cultures and economic backgrounds along with making sound financial decisions with different coaching techniques
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Demoulas Super Markets, Inc.
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United States
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Retail Groceries
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300 - 400 Employee
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Customer Service Representative
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Oct 2010 - May 2017
•Accurately balance multiple cash drawers at end of every shift when closing down the store •Balance the entire store revenue in the morning at beginning of every shift precisely and evenly •Collect money from previous night and reconcile bank deposits in the morning at the beginning of every shift •Assist and resolve all customer related issues and concerns that are received •Accurately balance multiple cash drawers at end of every shift when closing down the store •Balance the entire store revenue in the morning at beginning of every shift precisely and evenly •Collect money from previous night and reconcile bank deposits in the morning at the beginning of every shift •Assist and resolve all customer related issues and concerns that are received
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Merrimack College
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United States
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Higher Education
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700 & Above Employee
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Merrimack Athletics Complex (MAC) Information Center
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2015 - Jun 2016
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Education
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2014 - 2018
Merrimack College
Bachelor of Applied Science (BASc), Finance and Management
Community
