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Shei Unger of The Northern Trust is a member of XPX Dallas

Shei Unger

Sr. Wealth Strategist - Certified Exit Planning Advisor

The Northern Trust

Dallas, Texas

Professional Profile

Call Me When

Call Me When... You have a business owner client that expresses an interest in de-risking their position in their company or could use help with succession planning.

Contact Method

Profession

  • Wealth Manager

    • Professional Certifications

    Functional Expertise

  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Education
  • Health/Pharma/Biotech
  • Manufacturing
  • Software/Internet
  • Telecommunications

    • Client Results

    Membership

    Dallas Founding, Leadership Collaborative

    Member Since

    Sponsorship Type

    Founder

    Chapter Leadership Role

    Founder, Membership Co-Chair, Sponsorship Co-Chair

    Why I'm a Member of XPX

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