Wealth Advisor, Merrill Lynch
Shanda has 10 years of experience as a commercial banker, primarily focused on credit and cash management for middle-market businesses.
Session: Case Study Panel
Shanda is a financial advisor with the Oberlander Timmerwilke Group, a well-recognized, Chicago-based team who has helped individuals and families pursue their financial goals for more than 40 years. She brings nearly 10 years of experience as a commercial banker, primarily focused on credit and cash management for middle-market businesses. With her transition to private banking and wealth management, Shanda leverages this experience for the benefit of business owners, high-net-worth individuals and families, providing customized and strategic investment guidance.
As a Certified Exit Planning Advisor, Shanda holds unique expertise in helping business owners transition their businesses to the next generation, employees or a third-party. Employing an owner mindset honed by her graduate degree in business and an empathetic approach, she works with business owners to assess what they need to retire, determine the value of their business and work toward that ultimate goal of entering a new and financially secure phase of life.
Shanda is passionate about shrinking the racial wealth gap and focuses her non-profit involvement on financial literacy. She is a Bank of America Better Money Habits Champion and volunteers her time teaching Chicago’s youth about money management and introducing them to careers in banking and financial services.
Shanda earned her BS in Economics from DePauw University and her MBA from Indiana University. She is a member of Delta Sigma Theta Sorority, Inc – Chicago Metropolitan Alumnae Chapter and Social Venture Partners, Chicago (SVP). Shanda lives in Northwest Indiana with her husband, children, and 80-pound Pit Bull, Rocky. She’s an avid photographer and enjoys exploring the city (while logging steps for Fitbit challenges) with her family.