Shawn Mossotti is a seasoned professional with more than a decade of experience in financial services and administration. As Director of Administration at I. M. Financial, Shawn brings deep experience in strategic planning, client relationship management, and project leadership. His ability to manage complex financial initiatives, while consistently delivering on deadlines and key deliverables, makes him an indispensable member of the leadership team.
Shawn’s career has been defined by a commitment to efficiency, innovation, and collaborative growth. At Ascensus Trust Company, he successfully led the onboarding of hundreds of retirement plans, achieving a 100% on-time delivery rate and maintaining exceptional client satisfaction scores. As a remote leader, he also championed workplace culture initiatives that improved engagement and morale - reflecting his dedication to cultivating inclusive and high-performing teams.
During his tenure at Equitable Holdings, LLC, Shawn held roles across sales, operations, and service, developing a well-rounded experience in resolving complex financial transactions, streamlining internal processes, and ensuring regulatory compliance. He has led initiatives to improve operational efficiency and has mentored colleagues in pursuit of professional development and performance excellence.
Shawn is well-versed in ERISA, IRS, and Department of Labor regulations, and he actively pursues professional development to remain at the forefront of industry trends. His technical skill set includes advanced data analysis, process automation, and business networking - making him highly effective at optimizing workflows and enhancing strategic relationships.
Shawn brings both analytical rigor and emotional intelligence to his role. This unique combination allows him to tailor services to meet the diverse needs of clients while fostering resilience, leadership, and operational excellence across the firm.