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Shannon Eusey

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Shannon Eusey

Member Board Of Directors | Beacon Pointe

Newport Beach, California, United States

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Shannon Eusey

Summary

Shannon Eusey is a seasoned financial expert and entrepreneur, currently serving as the CEO and Founder of Beacon Pointe Advisors. With a strong background in investment advisory and wealth management, she has dedicated her career to helping clients navigate complex financial landscapes. Shannon's innovative approach includes a focus on research-driven investments and comprehensive financial planning. She is also a published author, with her book 'Your Dollars, Our Sense' becoming an international bestseller. Shannon's leadership extends beyond her firm, as she actively participates on various boards, including that of Pacific Mercantile Bank. Her accolades include recognition as one of Barron's Top Women Financial Advisors and a recipient of the OCBJ Women in Business Award. Passionate about empowering women in finance, she founded The Beacon Pointe Women's Advisory Institute. Shannon's educational background includes an MBA in Finance from UCLA and a BA from UC Irvine.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Shannon Eusey

Work Experience

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Member Board Of Directors at

Pacific Mercantile Bank

May 2019 - Present

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Book Author at

Your Dollars, Our Sense

January 2018 - Present

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Women's Advisory Institute Board Member at

Beacon Pointe

January 2012 - Present

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CEO and Co-Founder at

Beacon Pointe

March 2002 - Present

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Professor, Wealth Management at

University Of California Irvine The Paul Merage School Of Business

April 2014 - April 2019

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Senior Managing Director at

Roxbury Capital Management

January 1994 - January 2002

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Shannon Eusey

Education

University of California, Los Angeles, Mba

January 1999 - January 2002

University of California, Irvine, Ba

January 1988 - January 1992

Frequently Asked Questions about Shannon Eusey

What is Shannon Eusey email address?

Shannon Eusey's primary email address is *************@pmbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Shannon Eusey work for?

Shannon Eusey is a Member Board Of Directors at Beacon Pointe, a company specializing in Management consulting services.

Where Shannon Eusey graduated from?

Shannon Eusey holds a degree in Finance from University of California, Los Angeles.

How can I directly contact Shannon Eusey?

To contact Shannon Eusey directly, you can use the email address *************@pmbank.com. Complete contact information is available upon registration with Muraena.

Who is Shannon Eusey?

Shannon Eusey is a seasoned financial expert and entrepreneur, currently serving as the CEO and Founder of Beacon Pointe Advisors. With a strong background in investment advisory and wealth management, she has dedicated her career to helping clients navigate complex financial landscapes. Shannon's innovative approach includes a focus on research-driven investments and comprehensive financial planning. She is also a published author, with her book 'Your Dollars, Our Sense' becoming an international bestseller. Shannon's leadership extends beyond her firm, as she actively participates on various boards, including that of Pacific Mercantile Bank. Her accolades include recognition as one of Barron's Top Women Financial Advisors and a recipient of the OCBJ Women in Business Award. Passionate about empowering women in finance, she founded The Beacon Pointe Women's Advisory Institute. Shannon's educational background includes an MBA in Finance from UCLA and a BA from UC Irvine.

Shannon`s contact details

mail

*************@pmbank.com

******@getthesense.com

******@bpadvisor.com

******@beaconpointe.com

******@bpadvisors.com

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