Jayeeta Choudhury CDFA®
Vice President at River's Edge Wealth Partners- Claim this Profile
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Hindi, Bengali -
Topline Score
Bio
Credentials
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CDFA®
Institute for Divorce Financial Analysts™Jan, 2019- Nov, 2024
Experience
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River's Edge Wealth Partners
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United States
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Financial Services
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1 - 100 Employee
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Vice President
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Sep 2020 - Present
For nearly two decades, I've worked with individuals, families and small businesses in all aspects of wealth management to develop strategies that address the specific needs and financial concerns of each individual client. As a Certified Divorce Financial Analyst—CDFA, I use my knowledge of asset distribution and short-and long-term financial planning to help coordinate amicable and equitable divorce settlements. Utilizing more strategic partners will help us give our clients a holistic service. With the support of LPL Financial, myself and my team can provide broader investment options, improved technology and robust service. Show less
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Oct 2014 - Sep 2020
I assist clients with a wide range of services, including financial advisory, brokerage, asset management and investment management . I help my clients to build, grow, preserve and transition wealth. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE I assist clients with a wide range of services, including financial advisory, brokerage, asset management and investment management . I help my clients to build, grow, preserve and transition wealth. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
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PNC
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United States
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Financial Services
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700 & Above Employee
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Senior Private Client Relationship Manager
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May 2011 - Oct 2014
As a Relationship Manager I develop new customers, manage a book of business, and coordinate with PNC Business Bankers, Financial Advisors and Wealth Management professionals to create the best financial outcomes for clients. My position combines entrepreneurial opportunity with the structure, security and resources of an established name in affluent-market financial services. As a Relationship Manager I develop new customers, manage a book of business, and coordinate with PNC Business Bankers, Financial Advisors and Wealth Management professionals to create the best financial outcomes for clients. My position combines entrepreneurial opportunity with the structure, security and resources of an established name in affluent-market financial services.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Regional Bank Private Banker (Assistant Vice President)
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Jan 2002 - May 2011
Provide financial consulting to existing/potential customers and assess their short and long-term financial goals. Provide quality customer service by performing transactions with quality and efficiency, while recognizing opportunities to grow our customers' relationships by referring and selling products and services. Complete face-to-face appointments to profile customer needs and match appropriate products and services. Provide full-service banking to high value customers and oversee a portfolio of simple and/or packaged-product account relationships. Consult with customers regarding financial needs, recommend product/solutions, and financial services to meet those needs. Additionally, resolve inquiries, open and service accounts within authorized limits such as checking, savings, credit/loan and identify and refer investment opportunities. Partner and/or act as a liaison to other internal departments. Meet monthly production goals for investments. Prospect and identify qualified leads for existing and potential customers. Make outbound phone calls to prospects and existing customers designed to increase their relationships with Wachovia. Build strong relationships with key internal partners, including Financial Center Manager, Tellers, Financial Advisors, Mortgage Bankers, and others to achieve mutual goals. Show less
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Education
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Burdwan University
Bachelors, Economics
Community
