Shawna Pickett-Scheider
Client Services Associate
Professional Overview
Shawna Pickett-Scheider is a seasoned Client Services Associate with a proven track record of delivering exceptional client experiences and driving operational efficiency. With over 20 years of experience in the financial services and retail industries, she has developed a diverse skill set encompassing customer relations, client onboarding, and process optimization.
Experience Summary
Current Role
As a Client Services Associate at VestGen Wealth Partners, Shawna is responsible for providing personalized support to high-net-worth clients, ensuring their needs are met and their financial goals are achieved. She acts as a trusted advisor, guiding clients through the complexities of investment management and wealth planning. Shawna's attention to detail, strong communication skills, and problem-solving expertise have earned her a reputation for delivering exceptional client service.
Career Progression
Shawna's professional journey has been marked by steady career growth and increasing levels of responsibility. Prior to her current role, she served as a Client Services Specialist at Mooney Lyons Financial Services, where she honed her skills in client onboarding, account management, and process improvement. Shawna also held leadership positions at Destination XL Group, Inc., where she excelled as a Regional Operations Manager and District Sales Manager, overseeing multi-unit operations and driving sales growth. Her early career experiences at Claire's Accessories and Maurices provided her with a strong foundation in retail management and customer service.
Academic Background
Shawna holds a Bachelor of Science degree in Business Administration from the University of Illinois at Chicago, where she graduated with honors.
Areas of Expertise
- Client relations and customer service
- Investment management and wealth planning
- Financial services operations and process optimization
- Retail management and sales leadership
- Cross-functional team collaboration and project management
Professional Impact
Throughout her career, Shawna has consistently demonstrated her ability to drive positive change and make a meaningful impact on the organizations she has served. As a Client Services Specialist at Mooney Lyons Financial Services, she implemented streamlined onboarding procedures that resulted in a 20% increase in client satisfaction. In her previous role as a Regional Operations Manager at Destination XL Group, Inc., Shawna led a team of district managers to achieve a 15% year-over-year increase in sales and a 12% reduction in operational costs.
Conclusion
Shawna Pickett-Scheider is a versatile and accomplished professional who has honed her skills across various industries, with a focus on delivering exceptional client service and driving operational excellence. Her proven track record, combined with her adaptability and strong leadership qualities, make her a valuable asset to any organization. Shawna is poised to continue her growth trajectory and make a lasting impact in her current role at VestGen Wealth Partners.
