Shelly Altman
Financial Wellness Professional
- Role
- Senior Wealth Management Analyst at Laird Norton Wetherby
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Shelly Altman
Data-driven wealth management professional & strategy consultant with experience working with a large variety of clients, including HNWIs, private equity funds/ VCs, software start-ups, small business owners, and Fortune 500 manufacturing firms.Intellectually curious and enjoys creating connections with people from diverse backgrounds. Passionate and eager to learn more about impact investing and social enterprises.
Experience
Senior Wealth Management Analyst
Jan 2024 — Present · San Francisco, CA, US
Laird Norton Wetherby (formerly Wetherby Asset Management) provides sophisticated investment advice and comprehensive wealth planning for high net worth families and individuals. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities.As a Senior Wealth Analyst, I work with our team of wealth management professionals to diligently serve our clients’ unique needs and support their financial wellness.
Education
Dublin City University
Bachelor’s Degree, Global Business
2016 — 2017
Northeastern University
Bachelor of Science (B.S.), International Business
2013 — 2018
Skills
- Microsoft Office
- Data Analysis
- Teamwork
- Time Management
- Public Speaking
- Leadership
- Powerpoint
- Microsoft Excel
- Research
- Microsoft Word
- Spss
- Customer Service
- Social Media
- Spanish
- Event Planning
- Social Networking
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