Shiobhan Revie has been with Headquarters Financial Group, Inc. since 2021 and is the firm’s Client Services Manager.
Her connection to our clients combined with her detailed knowledge and recall of client history enables her to provide personalized service our clients. Whether facilitating new client integration or handling day to day service transactions, Shiobhan provides an exceptional level of client responsiveness.
In addition to client services she is responsible for coordinating adherence to corporate (broker dealer) compliance policies; organizing client events and educational workshops; as well as maintaining our web site.