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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Shannon Rosic
VP of Marketing at Flyer Financial Technologies


Shannon has spent her career in the Wealth Management space, specifically helping media firms and fintech companies grow their marketing initiatives. Known in the industry as “Gadget Girl” from her time at InvestmentNews, her passion is storytelling, and designing a cohesive brand experience through creative and innovative marketing efforts. She holds a B.A. in Mass Communication from Miami University.

Outside of work, you can find her barrel racing at local rodeos, skiing, hiking with her 2 dogs and enjoying all that Colorado has to offer.

Agenda Sessions

  • The Convergence of WealthTech and Investment Management: The New “Efficient Frontier”