Shannon Richie
Shannon Richie is an Executive Assistant at Presilium Private Wealth, where she supports daily operations in a fast-paced financial planning environment. In her role, she helps coordinate client-facing activities, internal communications, scheduling, and event logistics that contribute to the firm’s relationship-driven approach to wealth management. She is part of a team focused on delivering personalized service and organizing regular client engagements that strengthen long-term client trust and engagement.
Prior to her current position, Shannon spent several years at Booz Allen Hamilton, where she advanced through roles including Senior Consultant, Consultant, and Senior Executive Assistant. Her work centered on administrative leadership, onboarding and offboarding coordination, compliance-related support, and cross-functional project assistance. She also contributed to operational efficiency through calendar management, travel coordination, reporting, and supporting teams in highly structured, deadline-driven environments.
Shannon holds both a Bachelor of Arts in Communication and a master’s degree in Communication and Marketing from the University at Albany. Her professional background reflects a strong foundation in organization, communication, and client service, with a career shaped by adaptability and steady growth across corporate and financial services settings. Outside of work, she maintains an active lifestyle and has relocated from upstate New York to Pennsylvania to align her career path with new opportunities in financial planning.
• University at Albany - M.A.
What do you attribute your success to?
I attribute my success to resilience, perspective, and a deep appreciation for each day. After surviving a serious car accident in 2004 that left me with life-threatening injuries and took the life of my coworker, I gained a lasting understanding that nothing is guaranteed. That experience reshaped how I approach goals and opportunities—I act with urgency, take ownership of my ideas, and pursue what matters without delay. It also reinforced the importance of collaboration, as I believe success is not about competing against others but about sharing ideas and working together toward common goals through different paths.
What are the biggest challenges or opportunities in your field right now?
The biggest challenges in my field right now include ongoing economic instability, such as government layoffs and shutdowns, which directly impact employment security and workforce planning. At the same time, relocating to and integrating into a busier urban environment presents additional challenges, particularly when it comes to building strong professional networks and managing longer, more demanding commutes. These conditions also create opportunities, however, to strengthen adaptability, expand professional connections in larger markets, and develop more flexible approaches to career growth and collaboration.
What values are most important to you in your work and personal life?
The most important values to me in both my work and personal life are family, integrity in my career choices, and quality of life. I prioritize aligning my professional path with my strengths and expertise so that my work is both meaningful and sustainable. I also value maintaining a strong connection to family and making decisions that support that balance. In addition, I place importance on quality of life, including the ability to experience a well-rounded lifestyle and environments that bring a sense of balance and fulfillment.
Locations
Presilium Private Wealth
Wynnewood, PA 19096