Nat Sanit
Associate Director, Family Education and Governance at Northern Trust Wealth Management at Quinlan School of Business
Biography
Quinlan School of Business
Financial educator focused on engaging clients and beneficiaries to prepare for multi-generational wealth transfers. Extensive client-facing experience with over 1,500 financial coaching sessions. Able to articulate complex personal finance, investment, estate planning, tax and insurance concepts in ways that clients can understand. Demonstrated ability to build trust and generate referrals by delivering holistic financial planning advice and unbiased education. Deep knowledge of emerging digital investment and advisory solutions. Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™.
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