WEBSTER BANK, Cheshire, CT | September 2023 - Present
Delivering licensed financial advisory and client-focused wealth management solutions
Financial Consultant – Client Advisory
NORTHEASTERN UNIVERSITY, Boston, MA | January 2023 - August 2025
Graduate Assistant
- Assisted the admissions team with the evaluation of student applications
- Provided program-related guidance and support to incoming students
NORTHEASTERN UNIVERSITY, Boston, MA | January 2023 - August 2025
Analyst – 360 Huntington Mutual Fund
- Performing quantitative research using distinct valuation models
- Writing research reports and providing portfolio rebalancing recommendations
INTERNATIONAL MONEY MATTERS, Chennai, India | November 2018 - August 2022
Trusted partners providing financial planning & wealth management services
Financial Analyst – Wealth Management
- Delivered tailored investment advice to 30+ clients, advising on a total of $1.35 million in assets
- Recommended strategies for cash management, budget preparation and insurance coverage
FINSCHOLARZ WEALTH MANAGERS LLP, Chennai, India | November 2017 - October 2018
Boutique firm providing financial planning and portfolio management services
Associate – Investment Services
- Analyzed client data collection sheets, prepared income tax returns, and researched asset allocation and mutual fund selection
- Conducted personal finance workshops for 700+ women through outreach efforts.
KPMG INDIA PRIVATE LIMITED, Chennai, India | May 2015 - August 2017
Analyst – Mergers & Acquisitions
- Analyzed financial statements and reported findings on employee attrition and related costs
- Summarized Master Service Agreements and earned the KPMG Encore award in 2017
NAVIA MARKETS LIMITED, Chennai, India | November 2014 - February 2015
Financial services firm providing brokerage services for stocks, currencies and commodities
Research Intern – Priority Relations
- Analyzed financial statements and reported findings on employee attrition and related costs
- Summarized Master Service Agreements and earned the KPMG Encore award in 2017