Shannon Smith, CLFP

Shannon started with KLC Financial in January 2008 as Credit Manager and has worked to eventually oversee the Credit, Funding, and Operations side of the business. He currently focuses on Risk Management and the Funding side of the business.  His primary roles are working with the sales team to review, underwrite, structure and price deals based on risk. He manages the funding relationships by working with the existing banks and funding partners along with obtaining new funding. His prior work experience was in the larger banking sector where he held sales and credit underwriting positions. He has over 18 years of experience in the banking and risk management industry.

Shannon graduated from St John’s University in May 2002 with a Bachelor of Arts degree in Accounting. He is an active member of NEFA and ELFA. Shannon enjoys spending time with his wife and four sons in the great outdoors. They spend most of their free time with their kids sporting activities, skiing and an occasional free weekend at the cabin.