Shannon Curkendoll joined Perspective Financial Services as Operations Manager/Portfolio Administrator in September 2014. Compliance management has been another key responsibility. In 2023, she was promoted to Director of Client Services. Shannon enjoys working with the team and supporting clients to achieve their goals. She diligently works behind the scenes to ensure that clients and advisors have the support they need.
A financial services industry professional since 1996, Shannon holds a bachelor’s degree in business management and graduated with honors. In her previous positions, she has managed processes, employees, and client care in various industries.
Shannon is a nurturer both at the office and at home She enjoys family time with her husband, two daughters, and granddaughter. Her furry family includes six rescue cats and one dog. Shannon loves being a grandma and will enthusiastically share pictures of her family and granddaughter! She is a native of Louisville, Kentucky and has lived in Arizona since 1987.