As an Investment Operations Analyst, Shannon oversees firm investment and financial transactions from an operational and service perspective.

Prior to Curi’s acquisition of KDI Capital Partners at the end of 2021, she had been with KDI for over 20 years, most recently serving as the Client Services and Trading Coordinator.

She received a Bachelor of Science in Business Administration and Management from East Carolina University, as well as an MBA through the East Carolina University College of Business.