Endorsements

Managing Director, EconOne

“Shannon’s most outstanding characteristics are her efficiency, organization and knowledge base. Her responsibilities in our small office are quite broad. Indeed, one might say she is “spread a little thin.” However, Shannon always knows the answers to questions pertaining to anything from marketing to billing procedures to payroll and benefits to expense accounts. If there is ever a problem having to do with any of these subjects (and others), Shannon is the person to go to because she never fails to provide the needed results.

Partner, 3L Advisors

"What is hard to interview for, and even harder to experience, is an EA who truly understands the confidentiality aspect of the many items they may see or touch that have large and sometimes disastrous impacts if released inadvertently, at the incorrect time, or not messaged correctly or in context. 100% of the time, Shannon got this right. Additionally, she was never smug or all-knowing, even when she did know."

Treasury Management Consultant, Umpqua Bank

" When Shannon joined our team as our Executive’s Admin, our culture shifted. We were a good, productive, growth-minded team before then, but Shannon’s contributions in her role have propelled us in ways both bold and stealthy... Shannon’s impact extends throughout our team and beyond; effecting positive change (and escalated revenues) across our organization. By allowing our Executive time to be thoughtful and targeted in her own work, she is able to lead us more strategically to success. She is also more readily available for us as associates, access that is rare and priceless. It never ceases to confound me how Shannon is - somehow - always available, and always prepared. Even when there’s no way she can foresee our requests/issues, she’s right there, fully equipped and shining bright when you need her."

SVP, Managing Director of Wholesale Liquidity & Fixed Income, Umpqua Bank

"In addition to going above and beyond what her role is by keeping on top of all 8 managers reporting directly to our Executive in charge, Shannon also coordinates team meetings.  She creates the agendas, follows up with the presenters, reviews presentations, and makes productive suggestions which serve as an invaluable resource for the team. 

In my 25+ years in the financial industry, I can say with 100% certainty that I have never experienced working with an Executive Assistant who takes on more of a leadership role than Shannon Fornelli.  Her engaging personality and attention to detail make her a pleasure to work with.  I personally would be lost without her as she helps keep me focused on the many projects we’re working on simultaneously

SVP, Treasury Management Regional Sales Manager, Umpqua Bank 

"Shannon is a wealth of knowledge and expertise to not only her Executive but all of her department’s managers and associates. She shares tips and tricks whenever someone has a question around meeting logistics, email distribution lists, to name a few. Another area that Shannon shines is her ability to keep people on track with deadlines. She “wrangles” the troops as often as she needs to in order to be ahead of schedule with a deadline. This is crucial as it allows her Executive and Leadership Team enough time for final review before presenting out to the bank. Shannon has assisted me directly with keeping on track around our department’s newsletter that we put out bi-monthly. I can always rely on her support and great ideas whenever we work on a project together."

VP, Pricing Group Manager, Umpqua Bank 

"A few things to appreciate about Shannon:  

• Organization and note-taking skills, Shannon helps us all to keep track and keep on schedule on projects, her attention to detail benefits the entire team.
• Strong willingness to take on tasks outside her comfort zone. While Shannon did not join Umpqua with banking background, she has quickly become proficient with industry nomenclature and specifics. She has even worked to compile line of business dashboard data.
• Develops cohesive presentations--Shannon collects and orders much of the content for our monthly line of business calls, which I believe are the best I’ve seen at the bank, full of content, timed perfectly, relevant, and interesting.
• Shannon helps to answer questions, she’s a solid resource and if she doesn’t know the answer to something, she helps to find the answer. 
• Always looking for a way to help—Shannon doesn’t wait for you to ask for things, she seeks out opportunities to help team members out."