Shannon Willems

Experience

1. Principal

   Bernstein Private Wealth Management

   Oct 2014 — Present

   Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future. My team and I serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. In addition, each of our clients is supported by a team of specialists aligned with his or her values and needs. Together, we make clients’ dreams a destination and vision a reality, charting a course that reveals opportunities, forges deep alliances, and indelibly impacts the world they’ve made.

Education

• Worcester Polytechnic Institute

  BS, Mechanical Engineering

  1990 — 1994

• MIT Sloan School of Management

  MBA, Finance and Entrepreneurship

  2001 — 2003

Skills

• Customer Satisfaction
• Building Relationships
• Sales
• Alternative Investments
• Private Equity
• Management Consulting
• Mergers & Acquisitions
• Entrepreneurship
• Saas
• Start-Ups
• Financial Services
• Crm
• Multi-Generational Wealth Transfer
• Executive Management
• Business Planning
• Business Development
• Strategic Planning
• Enterprise Software
• Product Management
• Leadership
• Strategy
• Investment Management
• Cross-Functional Team Leadership
• Management