our-story

Sales Director

Shannon Taji AIF®, C(k)P®

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Shannon joined Havener Capital Partners in May 2018 as Sales Director. She is responsible for identifying potential investors for Havener’s clients, facilitating the due diligence process, and maintaining relationships with investors.

With twenty years of experience in financial services, Shannon brings a broad skill set to Havener. Shannon began her career at Fidelity Investments which proved an excellent training ground. While her career has spanned retirement services and now asset management, Shannon has always focused on developing and nurturing relationships with RIAs and family offices. In her prior position at Retirement Alliance (a retirement recordkeeping firm which was acquired by Alerus Retirement Services), Shannon was VP of Sales. She managed the firm’s top advisor relationships, their custody partner relationships, and ran the sales and marketing teams. During her tenure, the firm AUM grew by 10x.

Shannon Blair Taji is a Registered Representative of Compass Securities Corporation, a FINRA general securities broker/dealer. Shannon received her Bachelor of Arts in English Literature from Gettysburg College where she played four years of Division III Women’s Soccer. She was also lucky to have studied abroad at Flinders University in Australia for six months. Shannon resides in Jamestown, RI with her husband and 3 daughters. If it has to do with being active and being outdoors, Shannon is in. If she’s not playing soccer herself, she’s coaching her daughters’ soccer teams, probably on a field with a view of the water. Living by the ocean feeds her soul.

 

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