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Contact Us

Shannon Heffner

Advisor Solutions Center Team Leader, Managing Director

Cleveland, OH

Work Experience

Joined MAI in 2011 and is responsible for leading firm cross-functional teams and driving agile practices throughout the organization
Uses her experience onboarding new acquisitions, streamlining process, and implementing new technology
Develops work processes that place the client first
Previously was a Data Analyst at Lutheran Hospital

Life Outside of MAI

Education