Meet Our Staff

Our People Bob Thompson is the managing partner of Annuity Transfers, Ltd. He received a BA from the University of Texas at Austin in December of 1982 and a MA from George Washington University in Washington, D.C. in May of 1989. Bob began his professional career in consumer finance with General Motors Acceptance Corporation. He worked in the banking industry, building and managing consumer loan portfolios. He then spent over nine years managing financial and administrative operations for the United States Government. He spent the last five years of his government career overseas, serving in Japan and the United Kingdom. Prior to establishing this business in March 2003, Bob spent over five years as an executive in the financial services industry. Bob has a strong background in the legal and administrative issues related to the transfer of structured settlement payment streams.

Shannon Harvey is the Chief Operating Officer of Annuity Transfers, Ltd. She received a Bachelor of Science from Texas A&M University in August of 1991. Her sales career spans 24 years ranging from Account Executive to VP Sales/Marketing. As VP Sales/Marketing she developed several successful marketing and advertising campaigns. Most recently Shannon was a Senior Account Executive for Pitney Bowes, Inc. for six years where she earned several Sales Excellence and Sales Leadership Club awards. At Annuity Transfers, Ltd. she was responsible for coordinating the entire sales process from the initial customer contact to final funding for seven years. In 2010 she transitioned to the Director of Marketing and was responsible for all aspects of marketing at Annuity Transfers.  In early 2014 she advanced to the Chief Operating Officer and is now responsible for managing all day-to-day operations and processes at Annuity Transfers.

Jean McCleneghan is the Legal Assistant of Annuity Transfers, Ltd. Jean prepares and reviews legal pleadings, and coordinates the flow of legal documentation related to the statutory approval of structured settlement transfers. She received her BA degree from the University of Rochester in Rochester, NY in 1983 and continued her education by receiving a Paralegal Certificate from Southeastern Paralegal Institute in Dallas, Texas in 1997. Jean began working in the financial services industry as a Quality Control Specialist. Her responsibilities included review of all financial transactions to ensure compliance with underwriting criteria. Jean has developed Customer Service and Quality Control training programs, and served as Quality Control Manager. During her career as a Paralegal, Jean has worked in both private practice and in the corporate realm in areas such as bankruptcy, civil litigation and intellectual property. As a Paralegal she has received recognition awards for her role in managing assignments of global trademarks and increased database efficiency for reporting legal expenditures.