Meet Your Team

Shea is a determined and dedicated professional who began her career as a Nurse. As the firm’s Salesforce Administrator, she helps harness the power of our CRM by enhancing data integrity, improving our operational efficiency, and providing insightful analytics. Shea has a strong enthusiasm for addressing and optimizing complex challenges through operational solutions and brings a versatile set of skills to the firm. She embodies capabilities that range from conveying empathy to managing stress well, to providing dedicated focus regarding the details.

For Shea, our “Uncomplicate It” approach embodies care and attention to detail as a best practice. In the realm of the firm’s applied solutions, her commitment revolves around ensuring that our system contains clean and current information, to help simplify our valued client relationships.

She has always been passionate about leveraging technology, data, and personalization. Prior to joining Coastal Bridge, her most recent management roles in the Healthcare field involved successfully streamlining business operations, boosting productivity, and contributing to reductions in patient care delays. The latter was achieved by analyzing and segmenting records, and then creating an online call monitoring system with time tracking, designed to better serve critical patients in the queue.

Shea places great emphasis on the value of ongoing learning. Her dedication to expanding knowledge and skills across industry verticals drove her to achieve certifications as a Salesforce Associate, Administrator, and Platform App Builder.

She lives in the Black Rock area of Bridgeport, Connecticut, and enjoys spending quality time with her husband and three pets, hiking, and sightseeing.

IN THE NEWS

• Coastal Bridge Advisors Welcomes Salesforce Administrator, Adding Innovation to Its Expanding Team