Shannon Rosic is a Director at WealthStack. A travel junkie and pony savant, she covers topics related to wealth management and financial solutions, often intertwining her interests in lifestyle and sports, including her support for the Chiefs and Rangers. Shannon has been featured in WealthManagement.com.
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Shannon's articles heavily feature expert commentary, particularly related to personal finance, business & industry, and sales & marketing. Therefore, she is likely interested in hearing from professionals who have first-hand experience or deep expertise in these areas.
Considering the themes covered by Shannon, experts with insights into financial planning best practices for next-generation advisors, technological advancements within the field of financial planning, and successful career journeys could capture her attention.
Given that there is no specific geographic focus mentioned for Shannon's articles, it may be beneficial to offer a global perspective on financial planning trends and innovations when reaching out to her.
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Nadia Shokohi receives 2025 Invest in Others Award for founding WINGS. Her workshops have helped over 500 women achieve financial freedom
By: Shannon Rosic
Bill Sherlach is the 2025 Invest in Others Catalyst Award Winner.
By: Shannon Rosic
Invest in Others President and CEO Barkley Payne on celebrating charitable impact.
By: Shannon Rosic
John Lyons is the 2025 Invest in Others Volunteer of the Year Award Winner
Private Advisor Group's John Hyland receives the 2025 Invest in Others Executive Tribute Honor for his work with Blood Cancer United.
Dynasty Financial CTO Leslie Norman discusses how RIAs can build the data foundation needed to make AI work at scale in wealth management
