Nat Sanit

Associate Director, Family Education and Governance at Northern Trust Wealth Management at Quinlan School of Business

Schools

  • Quinlan School of Business

Expertise

Links

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™.

Courses Taught

Read about executive education

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