Adam Thein R
Financial Advisor at Northern Trust
- Role
- Financial Advisor at Northern Trust
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Adam Thein R
I am passionate about serving driven people in efforts to simplify their financial life. A leader once told me that an Advisor should have the mind of a capitalist and the heart of a social worker which has stuck with me and rooted in how I work with families.Outside of work I enjoy time with my nieces and nephews, working on my golf game, racquet sports, German Shorthaired Pointers and skiing. So far I have skied 3 countries and hoping to add 4 and 5 in the next few years.(303) 2••••••••@rwbaird.com
Experience
Financial Advisor
Nov 2024 — Present · Denver, CO, US
Education
Bethel University
Bachelor in Finance
Bethel University
Bachelor’s Degree
Skills
- Ability to Listen
- Sales
- Sales Management
- Leadership
- Investments
- Management
- Change Management
- Client Relationships
- Strategic Planning
- Community Service
- Innovation
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