Shannen S. Smith, Vice President
As Vice President at Sloan Investment Management, Shannen is responsible for building trusted relationships with clients, performing research as part of the Portfolio Management Team, as well as marketing and new business development. He also assists clients with specialized planning for retirement, selling a business, scenario analysis, and other complex financial planning needs.
Prior to joining the Sloan team in 2016, Shannen led and operated two DFW “remote site” campuses for a local university. Mr. Smith was responsible for the total operation of each campus including financial management, development, student services, strategic growth, and daily operations.
Since 2018, Shannen has actively served on the committee for the Dallas Baptist University Tom Landry and Russell H. Perry leadership awards, honoring upstanding individuals in the Dallas Fort/Worth area for their leadership and commitment to free enterprise. Shannen received his B.S. and M.B.A. from Dallas Baptist University and is a graduate of the Securities Industry Institute at the Wharton School, University of Pennsylvania. He resides in Richardson with his wife and 3 children.