Shannen Goco
Executive and Marketing Assistant
Education and Accreditations
Bachelor of Arts in Communication
Certified Agile Associate
Why are you in the finance industry?
Growing up in an Asian household where being mindful with money was second nature, I developed an early appreciation for financial discipline. Being part of the finance industry has given me the opportunity to learn how strategic advice can create clarity, confidence and long-term security for clients.
What do you do outside of work?
Outside of work, I enjoy staying active through weight training, some Pilates, and getting out in the water to chase waves when I can. I love cooking and learning new dishes (although I’m not a fan of washing the dishes afterwards). I also value slowing down—catching sunsets and spending quiet, meaningful moments with my husband and loved ones.
The team works closely together, always willing to help one another, and that same care and attention is reflected in how clients are supported. It’s a positive environment where everyone works toward shared goals.
Education and Accreditations
Bachelor of Arts in Communication
Certified Agile Associate
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Shannen Goco