Shana joined Allegiant Private Advisors in 2021 as a Senior Operations Specialist. She brings more than 15 years of experience in the financial services industry to the firm. Her primary focus at Allegiant is to deliver exceptional client service everyday while exercising her keen eye for efficiency, organization, and accuracy in operational processes and procedures. Shana’s previous professional experience includes positions as Retail Team Leader/Training Coordinator at Orlando Credit Union and Director of Operations for ePaymentAmerica in addition to Branch Operations Specialist, Client Service Manager, and Personal Banker roles at regional and national banks.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser