Profile
Ms. Shannon Moenkhaus is Wealth Advisor at Buckingham Asset Management LLC and an Investment Advisor at The Buckingham Family of Financial Services.
Prior to joining Buckingham, she was senior vice president of financial advisory services for Enterprise Bank & Trust.
She also served as a senior tax consultant for PricewaterhouseCoopers.
She is active in the following organizations: member of the board of directors for the Central Institute for the Deaf (since 2007), member of the Presidents Council Zeta Chapter (since 2008), member of the board of directors for Logos School (since 2008).
Ms. Moenkhaus was a speaker at the 2009 Women’s Financial Education Series sponsored by the University of Missouri Extension Program.
The series offers session-based workshops to help women increase their current levels of financial knowledge and develop confidence in decision-making abilities.
Ms. Moenkhaus holds a bachelor’s degree from the University of Missouri in Columbia.
Former positions of Shannon Moenkhaus
| Companies | Position | End |
|---|---|---|
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous Operates as a holding company | Corporate Officer/Principal | - |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | - |
Enterprise Bank & Trust (Missouri)
Enterprise Bank & Trust (Missouri) Investment ManagersFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Corporate Officer/Principal | - |
Training of Shannon Moenkhaus
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Enterprise Bank & Trust (Missouri)
Enterprise Bank & Trust (Missouri) Investment ManagersFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Finance |
The Buckingham Family of Financial Services
The Buckingham Family of Financial Services MiscellaneousMiscellaneous Operates as a holding company | Miscellaneous |
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