Shannon Singleton
Bossier City,LA
Summary
Client focused Financial Professional known for discerning client needs and wants to develop a viable plan within their budget and timelines to reach life goals. Excels at drafting and presenting customer tailored products in oral, written, and visual formats. Adept at working alone or in a team to identify and overcome procedural and planning blindspots, short notice taskings, and long term projects. Over 25 years experience in research, analysis, and presentation of courses of action for both civilian and military audiences.
Overview
26
26
years of professional experience
Work History
Financial Advisor
First Command Financial Services
04.2020 - Current
- Leads clients in budget drafting and reviews for early working years, military retirement, second careers, and full retirement to meet future goals and pay off debts.
- Reviews client's financial objectives to include new car, home purchases, children's education, real estate, retirement, and survivor needs to gauge progress and update new and existing goals.
- Deep dives client reviews of Thrift Savings Plan, 401ks, 403bs, pensions, and Individual Retirement Accounts to ensure they maximize benefits, funds are within their risk tolerance, answer questions.
- Walks retirement age clients through Social Security, tax bracket, investment disbursement, and retirement impacts each have on the other and their plans to include timelines and mitigation.
- Meets clients in-person and remotely across Arkansas, Louisiana, and East Texas to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Plans survivor needs and long term care options based on individual needs / wants with clients, explaining pros and cons and educating on products.
- Develops training and instructs fellow advisors on retirement planning, client reviews, tax changes, and investment rebalances for all stages of client lives to make all work towards the defined goals.
Full Time Student / Retired Military
Student
04.2019 - 04.2020
- Passed Security Industries Essential Exam, Series 7TO, and Series 66 certifications as well as Louisiana Life and Health.
- Maintained 3.9 GPA for Bachelors in Intelligence Collection Requirements.
Command Intelligence Inspector
United States Air Force
08.2016 - 03.2020
- Spurred AFGSC intelligence training and documentation instruction rewrite to clarify and ease the implementation of new intelligence requirements for over 125 personnel.
- Ensured collection activities met operational needs as well as legal and US citizen privacy concerns by performing seven congressionally mandated oversight inspections.
- Primary Training Manager of inspector augmentees, tracking training requirements, recording inspections performed, and giving just-in-time training to over 100 augmentees.
Squadron and Flight Superintendent
United States Air Force
08.2013 - 07.2016
- Developed, presented, and implemented unit's new performance appraisal system, briefed Commander and Flight Commanders on process, and codified process for future promotion cycles.
- Researched and analyzed enlisted and operational statuses and needs weekly, presented to OSS Commander during their staff meetings.
- Led and managed 35+ airmen's professional development based on their wants and needs, instituting a right-person / right-time / right-job staffing mentality.
Air Force Intelligence Analyst
United States Air Force
02.1998 - 07.2013
- Led seven national intelligence agencies team on research, design, proof-of-concept plan on detection of physical vulnerabilities of foreign sites, closing a 10 year intelligence gap.
- Praised by Secretary of Defense's team for weekly intelligence summaries for succinct, timely updates on current and future issues in Afghanistan impacting national policy.
- Researched, analyzed, and briefed on topics such as foreign doctrine, capabilities, and intentions to Generals, Commanders, staff, and operational forces.
Education
Bachelor of Arts - Intelligence Collection
American Military University
Charles Town, WV05.2025
Associate of Arts - Intelligence Studies
Community College of The Air Force
Montgomery, AL03.2014
Skills
- Project / Program Management
- Research / Analysis / Critical Thinking
- Debt management
- Financial Goal Plan Development
- Retirement planning
- Microsoft Powerpoint, Excel, Word
- Public Speaking / Training Instruction
- Innovative Troubleshooting
- Client Needs Assessment
- Budget and Cash Flow Projections
- Attention to Detail
- Regulatory Requirements Adherence
Timeline
Financial Advisor
First Command Financial Services
04.2020 - Current
Full Time Student / Retired Military
Student
04.2019 - 04.2020
Command Intelligence Inspector
United States Air Force
08.2016 - 03.2020
Squadron and Flight Superintendent
United States Air Force
08.2013 - 07.2016
Air Force Intelligence Analyst
United States Air Force
02.1998 - 07.2013
Bachelor of Arts - Intelligence Collection
American Military University
Associate of Arts - Intelligence Studies
Community College of The Air Force