Shannah brings a broad understanding of finance and investments and is a Level 2 Candidate for the Chartered Financial Analyst (CFA). She currently serves as Financial Analyst and plays integral roles in budgeting and forecasting, financial modeling, accounting, and spearheading operations processes. She is also proactive in market research, attending CFA conferences, and identifying new opportunities to advance the company.
Shannah graduated from the Mihaylo College of Business and Economics at California State University Fullerton (CSUF) with a concentration in Finance. Her studies included investments, valuation, and corporate finance. She was deeply involved as an Equity Research Analyst for the CSUF Student Managed Investment Fund where she created equity buy reports and presented recommendations for the fund. She performed due diligence processes, created comprehensive discounted cash flow models, and utilized Bloomberg Terminals to base her recommendations. She was a two-time finalist for the Bloomberg Portfolio Management competition hosted by CSUF’s Titan Capital Management program.
Shannah also served as a Community Outreach Board Member and Finance Subcommittee for the CSUF Leadership Scholars and received two scholarships. During her time there, she interfaced with dozens of executives from local and national corporations, cultivating strong leadership skills.