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MEMBER PROFILE

 

Shei Unger

The Northern Trust

 

Member profile details

Membership level
Dallas Sponsor
First name
Shei
Last name
Unger
Title
Sr. Wealth Strategist - Certified Exit Planning Advisor
Company
The Northern Trust
 

XPX ROLE

Chapter Sponsorship Type
Founder
Leadership Role
Founder, Membership Co-Chair, Sponsorship Co-Chair
 

CONTACT INFORMATION

City
Dallas
State
Texas
 

PROFILE INFORMATION

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.
Profession
  • Wealth Manager
Functional Expertise
  • Exit/Transition Planning
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Education
  • Health/Pharma/Biotech
  • Manufacturing
  • Software/Internet
  • Telecommunications
Professional Certification(s)
CFP, CEPA
In Business Since
1998
How to contact
su51@ntrs.com
Business Focus
helping owners transition from entrepreneur to investor
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