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Jerilyn Shannon - Email & Phone Number

Chief Compliance Officer at Trinitypoint Wealth

Jerilyn Shannon is based out of Milford, Connecticut, United States and works at Trinitypoint Wealth as Chief Compliance Officer.

Jerilyn Shannon's Contact Information

Latest update
September 19, 2025
Location
Milford, Connecticut, United States

Jerilyn's current employer

Trinitypoint Wealth logo

Trinitypoint Wealth

Description
TrinityPoint Wealth is an investment advisory firm offering a variety of advisory services as fiduciaries.
HQ Location
Milford, Connecticut, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Jerilyn Shannon

What company is Jerilyn Shannon working for?
Jerilyn Shannon works for Trinitypoint Wealth.
What is Jerilyn Shannon's function at Trinitypoint Wealth?
Jerilyn Shannon is Chief Compliance Officer at Trinitypoint Wealth.
Where is Jerilyn Shannon based?
Jerilyn Shannon is based out of Milford, Connecticut, United States.
Who are Jerilyn Shannon's co-workers?
Jerilyn Shannon's colleagues are Jim Betzig, Jennifer Tavella, Matthew Gallagher, Alisa White, Kevin Guth, Lise Robinson, Matthew Coutcher, Eric Passeri, Michele Martin, Michael Mahoney, Gabrielle Picón, Dana Mascalo, Jana L'Etoile, JR Romano.
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Jerilyn's co-workers

Jim Betzig avatar
Jim Betzig
Partner and CEO
Jennifer Tavella avatar
Jennifer Tavella
Marketing Coordinator
Matthew Gallagher avatar
Matthew Gallagher
Head Of Business Development
Alisa White avatar
Alisa White
Marketing Director
Kevin Guth avatar
Kevin Guth
Senior Financial Advisor, Managing Director
Lise Robinson avatar
Lise Robinson
Managing Partner | TrinityPoint Wealth | Milford, CT
Matthew Coutcher avatar
Matthew Coutcher
Partner, Wealth Advisor
Eric Passeri avatar
Eric Passeri
Investment Officer
Michele Martin avatar
Michele Martin
Financial Planner
Michael Mahoney avatar
Michael Mahoney
Investment Consultant
Gabrielle Picón avatar
Gabrielle Picón
Wealth Management Intern
Dana Mascalo avatar
Dana Mascalo
Managing Partner
Jana L'Etoile avatar
Jana L'Etoile
Partner/Chief Operating Officer
JR Romano avatar
JR Romano
Financial Advisor, Business Development
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