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
- Wealth Management Specialist - Assistant Vice President @ (October 2021 - Present)
- Registered Senior Client Associate @ (February 2019 - September 2021)
- Registered Client Associate @ (May 2016 - February 2019)
- Personal Banker @ (June 2015 - May 2016)
- Customer Service Associate @ (October 2014 - May 2015)
- Client Service Specialist @ Financial Concepts Inc (February 2007 - April 2013)
- Assistant Manager - Customer Service @ (January 1998 - January 1999)
- Officer-Customer Service @ (January 1996 - January 1998)
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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