- 19 years in the industry, joining Raymond James in 2006
- B.S. in Electrical Engineering from Rutgers University
- Responsible for Investment Management and Equity, Fixed Income, and Unit Investment Trust due diligence
- Lives in Huntsville, AL with her husband, Deepak, and sons, Saahil & Sachin
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.