SHANON CADDICK, CPA, IACCP®
Chief Compliance Officer & Finance Director
Shanon Caddick is the Chief Compliance Officer & Finance Director at The Fiduciary Group and is responsible for administering the firm’s compliance program, compliance testing, and program reviews. In addition, she is responsible for budgeting, financial reporting, forecasting, financial operations, and human resources administration as well as supervising the client account administration team.
Prior to joining The Fiduciary Group in 2016, Shanon worked in public accounting, specializing in financial and compliance audits, and corporate finance. She is a Certified Public Accountant and earned her Bachelor of Business Administration and Master of Accountancy from Georgia Southern University and obtained the NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation.