Client Services Associate
Shanna supports the firm’s leadership and advisory team to ensure proactive client service and efficient back-office operations. Shanna oversees the preparation of client account paperwork, meeting review materials, and assists management with routine client service and other internal business processes. Before our merger with Vista Wealth Management in 2019, Shanna came to Hines Warner after 9 years with the University Club of Portland where she served in a variety of roles spanning service to finance. Most recently she held the position of Membership Services Director. She received her Bachelor of Science in Arts Education from the University of Idaho in 2004 and travelled around the world in 2002 as a part of the University of Pittsburgh's Semester at Sea. Shanna resides in Portland, Oregon with her family.
University of Idaho
Bachelor of Science, Arts Education.
503.292.2775 | email@example.com