Shawna McCoy Joins Acumen Team as Private Client Relationship Manager

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We are pleased to announce Shawna McCoy has joined the Acumen team as a Private Client Relationship Manager.  Shawna brings more than 20 years of client service experience in a variety of roles.  She is currently responsible for developing and strengthening relationships and focusing on enhancing the client experience.  Shawna serves as the personal point of contact for clients and assists with their various needs, processes client requests, researches and analyzes financial information, and delivers reports and presentations for client meetings.  She also supports and collaborates with Acumen’s executive team to coordinate resources for the firm for the benefit of the client.  Among Shawna’s many strengths are her love of learning, creativity, problem solving, and organizational skills.  She is self-motivated and enjoys building relationships with clients and helping them reach their goals through deliberate and detailed approaches.

Shawna has worked in the banking and financial industries over 15 years with a focus on assisting and supporting client needs.  She began at Regions Bank and then transferred to Morgan Keegan and Co as a sales assistant.  Most recently, Shawna worked for NorthShore Financial Strategies as a Client Service Associate and Registered Operations Manager.

Shawna earned a Bachelor of Arts in History and a combined Bachelor of Arts in Philosophy and Religion from the University of Tennessee at Chattanooga.  She currently holds her Series 7 and Series 66 licenses.  Born in Florida, Shawna has called Tennessee home since 1996.  She currently lives in Dunlap, Tennessee with her husband and young daughter and enjoys reading and learning.

 

 

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