Shawn is a Senior Associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, MD office.

With a background in banking management, he most recently spent five years as a Brokerage Operations Specialist in the IRA department at Goldman Sachs. Before assuming this role, he served first as a customer service representative, and then as assistant branch manager at SONA Bank.

Born and raised in Northern Virginia, Shawn is a DC sports fan who enjoys traveling, trying new foods, and spending time with his dog and family in his free time.

Previous Experience

  • Brokerage Operations Specialist at Folio Financial / Goldman Sachs
  • Assistant Branch Manager at SONA Bank
  • Customer Service Representative at SONA Bank