I have experience in the largest capital markets of the world. Tokyo and New York. I moved with Goldman Sachs from Japan to New York to pursue a role in management where I also gained experience as a Financial Advisor with UBS and Merrill Lynch.

• Consultative client experience gives me a valued edge to create and implement sophisticated Financial Planning and Wealth Management solutions and strategies, with a focus on fee-based, non-proprietary solutions as appropriate.
• I have managed complex financial issues of families and corporations including tax-effective, intergenerational Wealth Transfers and Business Succession planning. I have evaluated Money Managers, Hedge Fund Managers and Private Equity Managers to ensure best practices and review for Retirement Plans of several small and mid-size companies.
• I am FINRA registered and hold Series 7, 66, and 3 licenses. I am Life, Health  and Property & Casualty Insurance qualified. I can help you evaluate Life, Disability, Long-Term Care, Business Insurances and Home-owners' insurances and if needed, Variable Annuities. My Master's degrees are in Economics and International Management.
• Numerous organizations have invited me to speak on, participate in panels on finance related topics, women's empowerment.

Non Profits:

• Currently, I serve as the Executive Vice President of NAWMBA Seattle (National Association of Women MBAs). We are dedicated to propelling women MBA students and professionals into leadership positions in business.
• I founded and run a WA state non-profit called Act Now Mantra which is a grassroots organization with the mission of building an Inclusive Society - we put together several high quality programs attracthing a diverse audience.
• By way of artistic pursuits - I volunteer at the American Contemporary Theatre and at Tasveer.
• For Veterans - I mentor individuals transitioning to new careers through American Corporate Partners.
• I served on the Board of and Curriculum Chair for WBE/Women's Business Exchange from 2015-2018. When I lived on the east coast, I volunteered with the National Breast Cancer Foundation, the Cystic Fibrosis Foundation, and the Hindu Temple and Culture Society in New Jersey.

Awards in 2018:

• Girl Rising WA honored me as a Social Change Maker on Women's Day in 2019
• Akkela Foundation honored me a WomenIkon
• I have been nominated to Crosscut for Courage in Public Service in 2018.

I am fluent in English, Japanese, Hindi, Tamil, and Malayalam and rudimentary Telugu helps me relate and listen better to my clients' needs.

My husband and I enjoy the performing arts, adventure activities, travel, dogs and cooking. I love Sanskrit and Yoga.

• MA Economics - Gokhale Institute of Politics and Economics
• Exchange program participant - Manchester Business School
• MBA - International University of Japan

• Series 7, 66, 3 in WA, LA, TX
• Life Insurance in WA
• Disability, Long-Term Care Insurance in WA
• Variable Annuities Insurance in WA
• Property & Casualty Insurance in WA

• Executive Vice President - NAWMBA Seattle (North American Women MBAs)
• Founder - Act Now Mantra
• Participant - Art of Living
• Volunteer - Tasveer, ACT (American Contemporary Theatre)

AZ, CA, LA, MN, NJ, NY, TX, WA