Shinaola Atoro
Senior Wealth Advisor at Mission Wealth | Tailored Financial Planning Solutions
- Role
- Senior Wealth Advisor at Mission Wealth
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
About Shinaola Atoro
As a Senior Wealth Advisor at Mission Wealth, I am committed to delivering personalized financial planning, risk management, estate and tax planning solutions to individuals and businesses across Michigan and Ohio.Working alongside clients and their families to help them achieve their financial goals is incredibly rewarding. Seeing the impact of our work firsthand is a great source of fulfillment - it motivates me to continue learning and growing as a financial professional. I take pride in taking a tailored approach to wealth management, allowing the creation of long-term relationships with my clients based on trust, transparency, and open communication. In 2022, I completed my Masters in Wealth Management at Columbia University. I also hold a Bachelor\'s degree in Economics, Applied Mathematics, and Chinese from the University of Notre Dame, and studied abroad for some time in Shanghai, China. These experiences have equipped me with both technical and interpersonal skills needed to customize and provide guidance for a wide range of financial challenges and effectively manage key business initiatives, critical in meeting the diverse needs of my clients.If you\'re interested in learning more about how I can help you achieve your financial goals, please connect with me on LinkedIn or visit our website at
Experience
Senior Wealth Advisor
Jan 2025 — Present · Ann Arbor, MI, US
Maintained Relationships with over 200 Financial Consultants (FCs) and Vice President, Financial Consultants (VPFCs) across 16 Fidelity branches.2. Led Business Development efforts for Michigan, Ohio and Indiana prospective clients.3. Served over 30 households, managing a portion of the firm’s $11B AUM.
Education
Management Leadership for Tomorrow
Career Preparation Fellow
2015 — 2016
Columbia University
Master of Professional Studies - MPS, Wealth Management
2020 — 2021
University of Notre Dame
Bachelor's degree, International Economics, Chinese and Applied & Computational Mathematics & Statistics
2013 — 2017
Skills
- Sql
- English
- Teamwork
- Event Planning
- Networking
- Microsoft Office
- Microsoft Word
- Market Research
- Photoshop
- Cisco Technologies
- Leadership
- Data Analysis
- Research
- Microsoft Excel
- Powerpoint
- Project Management
- Windows
- Marketing
- Community Outreach
- Public Speaking
- Strategic Planning
- Social Networking
- Economics
- Teaching
- Time Management
- Critical Thinking
- Clerical Work
- Corporate Finance
- Social Media
- Higher Education
- Sourcing
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