Shelley Severson

My Services

Accomplished and loyal executive combining sales, relationship management and operational expertise with extensive knowledge in general management and financial management. Demonstrated leadership in managing high performing teams. Responsible for front, middle and back office operations in an investment advisory firm and independent consulting partnerships. Highly regarded as having an exceptional degree of influence with clients and partners. Recognized by colleagues to have the ability to work collaboratively within all levels of the organization.

Advisory type

Legal (& Notary), Recruiting & HR

Service line

Generalist, Banking & Finance, Financial Institutions, Insurance & Liability, Generalist, Full Service Firm, Compensation and Performance Management, Executive Search, Family Business Advisory, HR Services, HR Strategic , Interim Recruiting / Management, Recruiting, Talent Management


Financial Managemet asset management separate accounts mutual funds client service key account relationship management Non profit fasabilty stuidies talent management recruiting HR.

Asset Management, Brokerage, Communications, Consulting, Financial Services, Non Profit Sector

Previous Employers

Severson Consulting Capstone Financial Services

College / University Degrees


University of Wisconsin

Specialized training, Certifications

NASD Series 7, 63, 65, & 24 Lapsed DiSC, Berkman, various project management



My Snapshot

  • # Reviews: 0
  • Skill ratings: 00.0
  • # Client recommendations: 0 0
  • # Peer recommendations: 0
  • Rate/hour ($): 200-400
  • Experience level (yrs): expert
  • Size of typical clients: Medium