Preeti Menon Email
Wealth Management @ Wells Fargo
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Preeti Menon Location
- Chino, CA, US
Preeti Menon Work
- Wealth Management @ (January 2008 - Present)
- AVP-Wealth Management @ (January 2004 - January 2005)
- Business Development Manager @ (January 2002 - January 2004)
- Relationship Manager @ (January 2000 - January 2002)
- Financial Analyst @ Arthur Andersen & Co (January 1998 - January 2000)
Preeti Menon Education
- CFA Institute
CFA (Finance)
2005-2008 - SVKM's Narsee Monjee Institute of Management Studies (NMIMS) 2001-2004
- Other
Preeti Menon Skills
- Wealth Management
- Customer Service
- JavaScript
- Strategic Planning
- Banking
- Asset Management
- Asset Allocation
- Investment Management
- Business Planning
- Financial Reporting
Preeti Menon Summary
- Preeti Menon, based in Chino, CA, US, is currently a Wealth Management at Wells Fargo. Preeti Menon brings experience from previous roles at Kotak Securities, ASK Raymond James, HDFC Bank and Arthur Andersen & Co. Preeti Menon holds a 2005 - 2008 CFA in Finance @ CFA Institute. With a robust skill set that includes Wealth Management, Customer Service, JavaScript, Strategic Planning, Banking and more. Preeti Menon has 2 emails on RocketReach.
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