Philip Shannon

Philip Shannon

Philip Shannon is the Founder & CEO of AeyeCRM, where he helps family-owned businesses and mid-size service companies move from operational chaos to strategic clarity. With 34+ years of experience spanning financial planning (Certified Financial Planner), Salesforce consulting, mortgage operations, and business leadership, Philip built AeyeCRM to solve the lead-to-cash problem most growing companies face: too many disconnected systems, too little visibility, and revenue left on the table.

Before founding AeyeCRM, Philip was a Founding Partner at Inter-Alliance PLC, an independent financial planning firm that grew from 7 employees to 2,000 advisors and achieved a £234 million valuation on the London Stock Exchange. He ran operations at Fairway Independent Mortgage Corporation, founded Ariston Bell (a Salesforce consulting practice that grew to $850,000 in three years), and opened offices across New York, Chicago, Boston, Atlanta, and Dallas for a Salesforce partner firm. Philip also served as the UK advisor for Tony Robbins' Financial Mastery course, converting the program for the British market.

Philip holds a Chemistry degree from the University of Birmingham (UK) and was a Certified Financial Planner (CFP) with over 15 years of Salesforce implementation experience. His business philosophy integrates the strategic thinking of Jay Abraham, the character-based leadership of Stephen Covey, the storytelling principles of Zig Ziglar, and the performance mindset of Tony Robbins.

Based in Austin, Texas, Philip believes the best technology feels invisible—it simply works to serve the business and its people.

Professional Title & Current Role

Founder & CEO at AeyeCRM

Years of Experience

34+ years

Previous Roles / Notable Work

  • Founding Partner, Franchise Owner & Managing Director - Inter-Alliance PLC
  • Entrepreneur - Ariston Bell
  • Senior Professional - Princes Court
  • Operations Director (& Licensed Loan Originator) - Fairway Independent Mortgage Corporation
  • Salesforce Delegated Administrator - SaaS Education Partner Start Up
  • Salesforce Consultant - SaaS Customer Loyalty Start Up
  • Salesforce Consultant - Salesforce Partner Start Up
  • Salesforce BA/Administrator - Commercial Real Estate Co
  • Founder and CEO of Ariston Bell - Salesforce Done Properly - Ariston Bell
  • Experienced Salesforce Consultant in the Family Business Ecosystem - Shanlich

Areas of Expertise

  • Small Business Management
  • Family Business
  • Quote Preparation
  • ERP Software
  • Client Relations
  • Saleforce
  • Lead Generation
  • Deal Sourcing
  • Opportunity Identification
  • Dealer Management
  • Presentation Development
  • Financial Analysis
  • Software Project Management
  • Project Engineering
  • Ticketing Systems
  • Certified Financial Planner
  • Wealth Management Services
  • Leadership
  • Business Development