Daniel has been working in the financial industry his enitre career with investment committees and aiding in prtoflio construction. He primarily assists in the 401(k)-department working closely with plan sponsors and plan participants for their retirement needs.
He works with plan sponsors on items such as compliance and plan design. He also works with plan participants with critical transactions such as withdrawals or rollovers.
A closer look at Daniel Shannon
When Daniel is not in the office, he is more than likely coaching volleyball or volunteering at his local church. Daniel loves to stay active in his local community working with students and investing in the next generation. He is a proud Penn State alum.