Senior Wealth Analyst
As a senior wealth analyst, Shelly enjoys diligently serving our clients’ unique needs while supporting their financial wellness. She values the firm’s focus on building healthy, personalized client relationships while making a positive impact on the surrounding community. Prior to LNW, Shelly worked at OCR Gateway, where she spearheaded a go-to-market strategy for a software product launch, and at Stax Inc, where she led modeling, data analysis, and primary research workstreams on private equity due diligence and strategy projects.
- B.S. in International Business, Concentration in Finance, Minor in International Affairs, Northeastern University
- Yoga Alliance Registered Yoga Teacher – 200 Hour
- Volunteer Community Yoga Teacher
- Volunteer Business Coach, Pacific Community Ventures
- Park & Garden Maintenance in SF nature spaces
Practicing, teaching, and learning about yoga; traveling internationally, and spending time in nature enjoying the gifts of the Earth.