Shana McHaffey serves as Director of Asset Management Operations at AIQ Asset Management, where she leads operational strategy and execution across the firm. With over two decades of financial industry experience, Shana brings a rare blend of frontline advisory support, compliance insight, and operational leadership. Her career spans key roles at RBC Wealth Management, JP Morgan Wealth Management, and Southwest Securities, with deep experience in client service and investment operations. She is a Certified Financial Planner™ and holds FINRA Series 7, 66, and 9/10 licenses. Shana also brings a legal perspective from her earlier role in securities litigation, enhancing her capabilities in compliance and documentation. At AIQ, she is focused on streamlining workflows and strengthening advisor-client engagement through efficient, scalable processes. Shana earned her bachelor's degree from Arkansas State University.