Deepa Mathur Email & Phone Number
Wealth Management Specialist - Assistant Vice President @ Merrill Lynch
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Deepa Mathur Location
- Columbia, MD, US
Deepa Mathur Work
- 2021 -now Wealth Management Specialist - Assistant Vice President @
- 2019 -2021 Registered Senior Client Associate @
- 2016 -2019 Registered Client Associate @
- 2015 -2016 Personal Banker @
- 2014 -2015 Customer Service Associate @
- 2007 -2013 Client Service Specialist @ Financial Concepts Inc
- 1998 -1999 Assistant Manager - Customer Service @
- 1996 -1998 Officer-Customer Service @
Deepa Mathur Education
- College for Financial Planning
CRPC (Retirement Planning)
2022-2022 - Delhi University
B.A. (English Literature)
1990-1993 - FINRA Series 66
(Finance, General)
- FINRA Series 7
(Finance, General)
Deepa Mathur Summary
- Deepa Mathur, based in Columbia, MD, US, is currently a Wealth Management Specialist - Assistant Vice President at Merrill Lynch. Deepa Mathur brings experience from previous roles at Merrill Lynch, Wells Fargo and PNC. Deepa Mathur holds a 2022 - 2022 CRPC in Retirement Planning @ College for Financial Planning. Deepa Mathur has 2 emails and 1 mobile phone numbers on RocketReach.
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