Shelly McDonald

Multi Custodial Operations Manager

(650) 308-9129 |

Shelly has over a decade of experience in financial services, supporting large multi-custodial organizations’ operations and sales teams, including LPL Financial. At LPL, she was Internal Regional Director for the Business Development team in San Diego. As part of The Network’s Virtual Admin team, Shelly brings her capacity for high-level strategy and support to both her colleagues and the Advisors she services.

Shelly lives in Vancouver, Washington with her husband, Chris, and their boxer, Judah. She enjoys spending time with friends, traveling the world, and exploring the local culinary scene.


Professional Qualifications