Shelley Lightfoot is the executive director for the Southern California Institute (SCI), responsible for driving 13 high-quality, collaborative, educational and informational programs. Shelley brings a unique combination of experience, passion and creativity to SCI, which allows her to help wealth advisers attract and engage clients through collaborative efforts, as well as enhance their practice through tactical planning and messaging. With more than 20 years of financial management experience, Shelley often educates and consults with advisers from all disciplines through SCI programs and speaking engagements at affiliated organizations.
Over the years, Shelley has also participated in the management of several company mergers and acquisitions, numerous financial adviser transitions, training and development programs, back-office automation and administration. She also served on Prudential’s National Operations Advisory Council for more than three years.