Firm Streamlines the Prospect to Client Journey with Nitrogen

The Nitrogen growth platform has made winning and keeping clients easier for Shannon McCue and her firm.

The ability to show clients exactly how they're invested has helped us to win a lot of prospects. Nitrogen can really be a center point for your business if you need to streamline your processes on figuring out how to turn prospects into clients, and then continually monitoring them.
— Shannon McCue, Portfolio Manager and Financial Advisor

Shannon McCue, a seasoned Portfolio Manager and Financial Advisor at PIP Wealth, shares her experience with Nitrogen in a success story video featured on their website. With 15 years of experience in the financial services industry, Shannon brings a wealth of knowledge to her role at PIP Wealth, where she has been since 2017. Her expertise is particularly focused on financial planning, with a strong passion for assisting younger clients in their journey of wealth accumulation.

Before joining PIP Wealth, Shannon played a pivotal role at Fortiter Wealth Management in Houston, Texas, where she was a founding member and served as the Director of Operations. Here, she managed the day-to-day operations of a multi-family office catering to high net worth individuals, mainly in the oil and gas sector. Her tenure at Deutsche Bank’s Private Wealth Management office as a Registered Sales Associate saw her managing significant assets and ensuring top-notch client services. Shannon’s career also includes an impressive stint as an international compliance analyst at Deutsche Bank, where she gained global exposure by working across various international offices.

A Cum Laude graduate from Villanova University in Finance and Management, Shannon now resides in Camarillo, California with her family. In her video, she discusses how the Nitrogen platform has significantly enhanced the efficiency and effectiveness of her financial advisory services at PIP Wealth, underscoring its importance in modern wealth management practices.

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