Shannon serves as a Senior Associate within the Tax Reporting practice. Leveraging over twelve years of experience in financial services, she is responsible for project management and execution across the firm’s clients for gift tax, estate tax, and income tax purposes.
Prior to joining Intrinsic, Shannon was the Head of Consulting at iRunway, a boutique IT consulting firm, valuing intellectual property, and determining reasonable royalties and lost profits for her client’s considering litigation. Prior to iRunway, Shannon spent time at US Bank and Bank of America, managing operations for collateralized debt obligations, where she not only managed the client relationships, but she also monitored portfolio compliance, created trade and investor reports, and directed all transactions. Prior to the banks, Shannon began her financial services career at Citadel on the quantitative research team in global equities.
- B.S.B.A. in Economics, University of Wisconsin at Madison
- M.A.S., DePaul University