SA

Shelly Altman

Senior Wealth Management Analyst

Shelly Altman is a Senior Wealth Management Analyst at Laird Norton Wetherby, where expertise in investment advice and wealth planning for high net worth clients is demonstrated since November 2020. Prior experience includes roles at Urchin Systems as a Market Research & Strategy Consultant, where a go-to-market strategy for a SaaS product was developed, and at OCR Gateway, where product expansion and marketing strategies were executed. Earlier positions encompass Associate Strategy Consultant at Stax Inc., a Financial Analyst Intern at Amazon Web Services, and various financial roles at The TJX Companies, Inc. and Northeastern University. Shelly holds a Bachelor of Science in International Business from Northeastern University and a Bachelor’s Degree in Global Business from Dublin City University.

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San Francisco, United States

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