Experience

Vardhan Wealth Management

• United States
• Investment Management
• 1 - 100 Employee

• Sr. Registered Client Associate

  • Feb 2022 - Present



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Senior Registered Client Associate

  • Feb 2019 - Feb 2022

  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm “Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Registered Client Associate

  • Sep 2017 - Feb 2019



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Senior Registered Client Service Assoc.

  • Feb 2016 - Sep 2017



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Senior Registered Associate

  • Dec 2002 - Nov 2015

  First point of contact for high net worth clients of two Senior Vice Presidents at the firm. Coordinated and successfully completed the conversion of Financial Advisor's top tier Consulting Group Management accounts to Portfolio Management account within allotted deadline. Managed Financial Advisor's schedule of client meetings and prepared necessary client reports. Monitored and confirmed timely completion of all Required Minimum Distributions as well as all scheduled account disbursements. Monitored and processed incoming and outgoing client documents to ensure timely account maintenance. Organized branch lunch and breakfast meeting calendar for visiting wholesalers for over eight years. Successfully worked with multiple accountants on clients' behalf to research tax documents Managed Financial Advisor's expense report and ensured timely processing via Concur Expense. Routinely processed checks, journals, ACH's, and wire transfers per client requests. Show less



Marshall Field/Macy

• Troy, MI

• Wedding Registry Consultant

  • May 1997 - Dec 2003

  Served as point of contact for bridal couples in starting, maintaining, and completion of registry. Co-hosted and coordinated weekly bridal registry presentation and initial overview. Served as point of contact for bridal couples in starting, maintaining, and completion of registry. Co-hosted and coordinated weekly bridal registry presentation and initial overview.



SBC/AT&T

• Southfield, MI

• Loop Qualification Manager

  • Aug 2000 - May 2002

  Supervised team of 13 employees in the Loop Qualification division of DSL. Assisted in developing a concise process of tracking phone and address database for Loop Qualification. Supervised team of 13 employees in the Loop Qualification division of DSL. Assisted in developing a concise process of tracking phone and address database for Loop Qualification.



United Way Community Services

• Detroit, MI

• Vice President of Resource Development/Campaign Manager

  • Aug 1998 - Aug 2000

  Coordinated the fund raising campaign of assigned accounts. Consistently achieved fund raising goals for assigned accounts. Coordinated the fund raising campaign of assigned accounts. Consistently achieved fund raising goals for assigned accounts.



Wayne State University

• United States
• Higher Education
• 700 & Above Employee

• Receptionist/Assistant to the Budget Analyst

  • Sep 1997 - Aug 1998

  Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Processed and reconciled incoming membership dues and donations. Coordinated monthly expiring membership report for mailings. Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Processed and reconciled incoming membership dues and donations. Coordinated monthly expiring membership report for mailings.