Shei Unger
The Northern Trust
Dallas,
Texas
About
Company name
Business title
Sr. Wealth Strategist - Certified Exit Planning Advisor
Contact
How to contact
su51@ntrs.com
Professional Profile
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.
Professions
Wealth Manager
Functional Expertise
Exit/Transition Planning
Business Focus
helping owners transition from entrepreneur to investor
Professional Certification
CFP, CEPA
Client Industries
Business Services
Computer/Electronics
Education
Health/Pharma/Biotech
Manufacturing
Software/Internet
Telecommunications
Chapter information
Membership
Dallas Sponsor
Member since
Member for 3 years
Chapter Leadership Role
Founder, Membership Co-Chair, Sponsorship Co-Chair
Sponsorship Type
Founder
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