David Shannon
About David Shannon
David Shannon is a Senior Staff Product Manager at PrimaryBid, where he has worked since 2021. He has a diverse background in financial services, with experience in operational design and development across various roles in Transfer Agency and Third-Party Administration.
Work at PrimaryBid
David Shannon has been serving as a Senior Staff Product Manager at PrimaryBid since 2021. In this role, he is responsible for overseeing product development and management, contributing to the company's mission of democratizing access to public markets. Prior to this position, he worked as a Product Manager focusing on CASS, Reconciliations, and General Ledger for nine months. His tenure at PrimaryBid highlights his commitment to enhancing operational efficiency and product offerings within the financial technology sector.
Previous Experience in Financial Services
David Shannon has a diverse background in financial services, having held various roles across multiple organizations. He worked at SS&C Technologies as a Project Manager in Funds Change for one year, and at Schroders as a Project Manager and Business Analyst for ten months. His experience also includes positions at J.P. Morgan Asset Management, where he served as a UK Funds Investor Services Team Manager and a TA Relationship Manager. This extensive experience has equipped him with a comprehensive understanding of the asset and investment management industry.
Education and Expertise
David Shannon earned a Bachelor's degree in Accounting and Finance from The University of Northampton, where he studied from 2004 to 2007. His educational background provides a solid foundation for his career in financial services, particularly in operational design and development within Transfer Agency and Third-Party Administration. His expertise is further demonstrated through his roles in various financial institutions, where he has developed skills in project management and client onboarding.
Career Progression and Roles
David Shannon's career spans over a decade, with significant roles in both established firms and startups. He began his career as a Desk Assistant at Tullett Prebon and progressed through various positions, including Investor Service Solutions Management Support Associate at IFDS and Investment Services Delivery Manager at Castle Trust. His ability to adapt to different roles and environments reflects his versatility and depth of knowledge in the financial sector.
Experience with Major Financial Institutions
Throughout his career, David Shannon has worked with several major financial institutions, including J.P. Morgan Asset Management, Schroders, and Brown Brothers Harriman. His roles have involved client services, project management, and operational support, allowing him to gain insights into the complexities of the financial services industry. His experience with both large management companies and third-party administrators underscores his comprehensive understanding of the market.