Shannon Canady in

Shannon Canady

Enthusiast · DISC type i
Senior Wealth Advisor at Citi
📍 Miami, Florida, United States

Shannon Canady is a Senior Wealth Advisor at Citi Global Wealth Management with a background that spans software and finance. He holds an MBA from the Thunderbird School of Global Management. Colleagues have described him as passionate and possessing superior business acumen in managing customer requirements.

Based on his interests, he appears to follow developments from major technology and financial information institutions like the Massachusetts Institute of Technology and Thomson Reuters. His earlier career focused on Latin American markets, suggesting an international perspective.

Unique fact: Shannon successfully transitioned his career from managing software channel sales for Latin America to becoming a senior figure in global wealth management.

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Current Role
Senior Wealth Advisor
Location
Miami, Florida, United States
Personality Overview

How Shannon shows up

Story Driven
Non-Confrontational
Optimistic

They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Shannon cares about

Global Wealth Strategy
As a Senior Wealth Advisor and former Head of Investment Solutions at Citi's International Personal Bank, this is his core professional focus.
International Markets
His background includes managing software sales for Latin America and leading investment solutions for Citi's international bank, indicating a focus on cross-border business.
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Career

Work history

7-2021
Senior Wealth Advisor
Citi
3-2020 - 7-2021
Investment Solutions Head - International Personal Bank U.S.
Citi
8-2011 - 3-2020
Head, Investment Counselors & Investment Lab, International Personal Bank U.S.
Citi
10-2002 - 9-2003
Software Consultant
1-2002 - 9-2002
Software Channel Sales Manager - Latin America
Broadvision Inc.
In the press

Media appearances

Shannon Canady – Senior Wealth Advisor, Citi (PDF Biography). Featured in Citi.com (Investor Relations)
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Education
2003 - 2004
MBA
Thunderbird School of Global Management
9-1989 - 12-1993
BS
Gardner-Webb University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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