Pratik Kumar Email & Phone Number
Associate Wealth Advisor @ Beacon Pointe
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Pratik Kumar Location
- California, United States
Pratik Kumar Work
- Associate Wealth Advisor @ (January 2026 - Present)
- Vice President - Wealth Management Client Services @ (January 2024 - December 2025)
- Vice President - Client Services @ (January 2024 - December 2025)
- Assistant Vice President - Wealth Management Client Services @ (January 2022 - August 2024)
- Client Associate @ (July 2019 - December 2021)
- Client Associate @ (July 2017 - July 2019)
- Technical Account Manager @ (April 2016 - July 2017)
- Assistant Vice President - Client Services @ (January 2022 - January 2024)
- Marketing Development Representative @ (September 2015 - February 2016)
- Client Services Representative @ (January 2015 - May 2015)
Pratik Kumar Education
- UC Santa Barbara
Bachelor of Arts (B.A.) (Political Science with Emphasis in International Relations)
2013-2015 - De Anza College
Transferred (Economics & Accounting)
2011-2013 - Irvington High School 2007-2011
Pratik Kumar Skills
- Leadership
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- PowerPoint
- Data Analysis
- Policy Analysis
- Salesforce.com
- Accounting
- SQL
- SPSS
- Account Management
- Networking
- CRM Databases
- Customer Relations
- Customer Service
- Customer Acquisition
- Sales Operations
- Quota Achievement
- Morningstar
- Wealth Management
- Mutual Funds
- Investment Strategies
- Investment Analysis
- ETFs
- Series 65
Pratik Kumar Summary
- Pratik Kumar, based in California, United States, is currently a Associate Wealth Advisor at Beacon Pointe. Pratik Kumar brings experience from previous roles at Litman Gregory Wealth Management and Litman Gregory. Pratik Kumar holds a 2013 - 2015 Bachelor of Arts (B.A.) in Political Science with Emphasis in International Relations @ UC Santa Barbara. With a robust skill set that includes Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint and more. Pratik Kumar has 1 emails and 1 mobile phone numbers on RocketReach.
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