Shawn joined MountainOne Investments in 2011, and has over 20 years of experience as a financial services professional. He is experienced in managing private client, retirement, and corporate portfolios. He delivers customized, client-focused solutions and his deep understanding of the financial industry has been critical to his success. Shawn earned his Bachelor’s degree in Business Administration from Keene State College. He currently holds the FINRA Series 7, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network.® Both Shawn and his wife, Erin, are natives of Southern Vermont and the Berkshires.
PLANNED SERVICE OUTAGE: Bill Pay will be unavailable beginning October 4, and ALL Online & Mobile Banking services will be unavailable beginning October 6, as we prepare to launch our New Digital Banking Platform on October 10. See what services will be unavailable, and what you can do to prepare.