Administrative Services Manager
As the Reilly Financial Advisors Administrative Assistant, Shanda is the first person clients meet or speak with when contacting the San Diego office, and has been the voice of Reilly Financial Advisors for over 12 years. Shanda is responsible for administrative and office support activities, as well as for interacting with clients, vendors and visitors.
Shanda has over 10 years of administrative support experience. Prior to joining Reilly Financial Advisors, she served as a customer service representative at LPL Financial Services, where she specialized in legal transfers, corporate actions and research and assisted over 2,000 independent registered representatives.
Shanda earned a Bachelor of Arts Degree in Journalism and Political Science from Indiana University.
In her leisure time she enjoys making the most of California’s beautiful weather. Some of her favorites: the beach, sailing, parks/museums, wine tasting, and road trips up the coast.
Why I Do What I Do:
I enjoy having the opportunity to speak to clients on a daily basis; whether by phone when they call into our office, or having the pleasure to greet and meet them in person when they come to visit our office.
Each work day is different, depending on the individual client calls or visitors that come in. And I like being able to interact with each client, helping them to find the RFA team member who can best assist them. I hope that when I answer their call, or greet them in person, I make them feel welcomed and appreciated as an RFA client.