Mani Grant Email
Advisor @ Christopher Street Financial
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Mani Grant Location
- New York, NY, US
Mani Grant Work
- Advisor @ (June 2026 - Present)
- Vice President, Private Foundations, Trusts and Endowments @ (July 2023 - June 2026)
- Wealth Manager @ (January 2021 - December 2023)
- Wealth Manager @ (December 2020 - December 2021)
- Client Management @ (April 2016 - November 2020)
- Relationship Manager @ (November 2014 - April 2016)
Mani Grant Education
- New York University
Master's (Finance (Risk Management))
- The University of the West Indies, Mona
Bachelor's (Finance)
Mani Grant Skills
- Financial Analysis
- Spanish Translation
- Wealth Management
- Investments
- Trading
- sales
- Customer Relationship Management (CRM)
- Spreadsheets
- Pivot Tables
- Vlookup
- Certified Financial Planner
- Estate Planning
- Family Wealth Management
- Financial Planning
- Insurance Planning
- Relationship Building
- Retirement Planning
- Tax Planning
- Team Leadership
Mani Grant Summary
- Mani Grant, based in New York, NY, US, is currently a Advisor at Christopher Street Financial. Mani Grant brings experience from previous roles at Truist Wealth, LPL Financial, Campbell Wealth Management and CAPTRUST. Mani Grant holds a Master's in Finance (Risk Management) @ New York University. With a robust skill set that includes Financial Analysis, Spanish Translation, Wealth Management, Investments, Trading and more. Mani Grant has 1 emails on RocketReach.
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