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Megan Coad

Private Banking Advisor

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Expert profile image of Megan Coad, Private Banking Advisor -

EXPERTISE

As a Private Banking Advisor in Northern Trust's Wealth Advisory group, Megan is responsible for delivering comprehensive wealth management solutions to high net worth individuals and families. She also serves as a national subject matter expert in Premium Finance lending.

 

EXPERIENCE

Megan began her career as a Credit Analyst in Commercial Banking at LaSalle Bank. She joined Northern Trust in 2007 as a Credit Portfolio Manager. In that role she was responsible for underwriting and analyzing credit opportunities, managing credit product risk and profitability for a portfolio of credit clients. She has been a Private Banking Advisor since 2009.

 


JOINED NORTHERN TRUST

2007

 

EDUCATION

Bachelor of Science in Business and Finance, University of Florida

 

CREDENTIALS

Certified Financial Planner (CFP®)