Adam Thein R

Financial Advisor at Northern Trust

Role
Financial Advisor at Northern Trust
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Northern Trust

    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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