Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

19-01-2024 • 46 mins

What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all!

Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, the Director of WealthStack Content and Solutions at Informa Connect. Her extensive experience and expertise positions her as a key influencer at the intersection of technology and wealth management.

Picture a wealthtech journey filled with creativity and innovation. Shannon’s story sparks the desire to explore this space from a fresh perspective.

This episode takes you through Shannon’s:

career journey and role in marketing and wealth management
experience in event planning and public relations in the financial industry
unique approach to various responsibilities in her hybrid role
insights on successful event planning and the importance of networking and content
belief in the importance of a strong partnership with PR agencies and aligning with the company culture
view on having a clear strategy and plan in public relations
passions outside of work, including barrel racing and caring for her horses
and much more!

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About our Guest:

Shannon Rosic is an exceptionally talented and motivated marketing specialist with over nine years of proven experience in crafting impactful B2B digital content campaigns. She is a versatile professional who brings extensive skills in video production, podcasting, project management, social media, and event planning to the table.

Her multifaceted expertise and commitment to excellence make Shannon a dynamic contributor to any team or project, demonstrating a proven track record of delivering results in the ever-evolving landscape of marketing and communications.

Beyond the professional arena, Shannon’s passion extends to barrel racing at local rodeos, finding solace in the great outdoors while hiking with her two dogs, and embracing the thrill of skiing.