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Sheana joined Niki, Mindy and Cyndy in March 2017 as the Operations and Marketing Director. Prior to making the leap into the financial services industry, she spent 10 years working within Human Relations where she specialized in University Relations and recruitment. During this time, she worked for an at-risk school, California University of PA and most recently with Mylan as a Senior Relations Specialist, organizing their Global Internship Program. Each opportunity not only challenged her, but afforded her the opportunity to make a difference in others’ lives. This is what attracted her to Niki and Mindy’s team. Here – she can truly expand her knowledge and help others.
Sheana heads the marketing and event planning for the team, and will also assist with the practices’ operations. She uses her communication skills to the fullest when connecting with clients through newsletters, the website, and social media. Sheana believes that the heart of any business lies in its marketing, and that most aspects of your business depend on successful marketing and optimum client relations. “Clients need to be aware of the intricacies of your services and the benefits of selecting you as opposed to another business” she explains. It is Niki and Mindy’s Purposeful Process and Personal Approach that sets them apart from other financial advisors.
Learning has always been a priority for Sheana. She received her Bachelor of Science degree from Washington and Jefferson College, double majoring in Psychology and English, and was a member of the Women’s Basketball team. In 2012, she received her Master of Science degree in Legal Studies with a concentration in Law and Public Policy. This is a huge accomplishment for Sheana, as she is the first in her family to receive a Master’s degree. Although finance is a new space for her, she looks forward to continuing her education and pursuing additional certifications in this area.
Sheana resides in Pittsburgh, and believes in giving back to her community. She’s served as a Volunteer for Junior Achievement, Cystic Fibrosis Foundation, The Women and Girl’s Foundation of Western PA, and Leadership Washington County. She enjoys playing recreational softball and basketball in her spare time, and walking her two dogs.