Our Team

Shannon Cleary

Client Support Specialist

Meet Shannon

Shannon Cleary is a Client Support Specialist in the firm’s Bequest Management practice. She joined CCK in March 2026 and supports client development and engagement efforts through thoughtful outreach, relationship management, and marketing initiatives.

She works closely with the team to help create a seamless and supportive experience for clients, while also supporting national charities and nonprofit organizations in carrying out donors’ wishes and maximizing gifts with minimal administrative burden.

History & Experience

Shannon brings over nine years of experience across enterprise sales, client engagement, marketing, and communications. She has worked closely with clients and internal teams to build strong relationships, navigate complex processes, and ensure clear, consistent communication.

Shannon earned her B.S. in Business Administration, with a concentration in Marketing and a minor in Communication, from the University of New Hampshire Peter T. Paul College of Business and Economics.