Shayna joined the Compass Capital Management team in October of 2019. After working in accounting, she found the work and company culture of Compass Capital Management to be much more aligned with her personal and professional ideologies.
Shayna primarily oversees Required Minimum Distributions for our clients. In addition to RMDs, she processes client requests, prepares client paperwork, maintains client files, and completes any additional tasks as they are assigned.
Shayna received her Bachelor of Science in Accounting from Post University in 2019. She received her Associate of Science in Accounting from Naugatuck Valley Community College in 2016.
Before graduating from college, Shayna worked in food service for over a decade. Customer service is something she is very passionate about. Working at Compass Capital Management allows her to connect with clients on a daily basis and gives her the opportunity to utilize her customer service skills in a world where many people are used to talking to a machine rather than a person.
Whether it be at work or in her personal life, being creative and applying new approaches to old ideas is something Shayna gets very excited about. Having some kind of creative outlet is incredibly important to her, and she is often able to be creative for work as well.
Shayna was born in Bridgeport, CT. She now resides in Waterbury, CT with her husband, Zach, and their basset hound, Django. Outside of the office, Shayna spends her time trying new recipes, spending time with her family, and watching true crime documentaries. She has recently taken up candle-making.
Shayna believes that her greatest accomplishment is yet to come, but in the future, she would like to continue growing and learning within Compass Capital Management.