Building Your Business with Sara Troy and her guest Shanan Terale, on air from August 13th
I work with first-generation professionals who struggle to make their money go the same distance as colleagues, who overpay on their taxes, and who struggle to build a secure and sustainable nest egg to create their long-term wealth vision and implement it. Born middle-class, my family lost everything twice because of crises. I became the first in my family to go to college, graduate school and to practice law, but I still felt powerless to help. But throughout my career, I had worked with every type of financial professional, worked at a family office for a billionaire family, and learned to practice law from some of the best lawyers who operate at the highest levels. So, I integrated my skills and knowledge with my playful nature to create educational tools to help people develop financial agency so they can navigate these common life struggles using the same tools as the wealthy 1%.
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Shanan Terale completed her bachelor’s degree in Economics and Latino Studies at Columbia University. She spent several years at FactSet Research Systems and was promoted multiple times and she managed a team and 3 of the top 10 sell-side accounts. Shanan graduated from Northwestern University with a dual degree: an MBA from Kellogg School of Management and J.D. from Pritzker School of Law. While there she worked at a family office that specializes in healthcare, JVC Investment Partners. Shanan has practiced law at Cahill, Gordon & Reindel LLP, Ropes & Gray LLP and Kirkland & Ellis LLP specializing in Restructuring, Special Situations and General Corporate transactions, which includes debt finance, capital markets and M&A practice. Shanan sits on the board of directors for NAMI Metro Suburban, which is based in western Chicago and the nearby suburbs. NAMI is a trailblazer in the mental health advocacy and recovery space. Shanan chairs the Governance committee and serves as a member on its finance committee. Along the way, she started helping ambitious professionals who are the first high-earners in their families create their dream lives while working on her own. She knows the challenges and opportunities that come with being a first-generation high-earner and she created PEARLFECTIONIST(A) to increase her impact.
(available but under construction);
www.shananterale.com (coming soon)
https://shananterale.substack.com
https://www.instagram.com/pearlfectionista
https://www.instagram.com/shananterale
https://www.facebook.com/profile.php?id=61558788310284
https://www.facebook.com/pearlfectionista
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