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Rohit Mansukhani Location
California, United States
Rohit Mansukhani Work
Wealth Advisor @ (April 2025 - Present)
Senior Wealth Manager @ (January 2024 - January 2025)
Vice President, Financial Advisory @ (January 2019 - January 2024)
Wealth Manager @ (January 2016 - January 2019)
Investment Associate @ (January 2015 - January 2016)
Investment Consultant @ (January 2012 - January 2015)
Rohit Mansukhani Education
University Of California - Riverside
Bachelor of Arts (Economics, Finance)
2010-2013
Tuscarora High School
University of California
Bachelor of Arts
Rohit Mansukhani Skills
Financial Planning
Leadership
Handling Money
Self Management
Social Media
Banking
Consulting
Economics
Fixed Income
Corporate Finance
Portfolio
Stock Market
Detail Oriented
Stock Trading
Net
Portfolio Management
Investments
Communication Skills
Communication
Modeling
Finance
Financial Services
Margin Improvement
Equities
Sequence
Microsoft Office
Yields
Microsoft Excel
Marketing
Bond Markets
Financial Concepts
Credit
Time Management
Theory
Management
Analytical Skills
Research
Risk
Services
CRM
Series 7
Analysis
.NET
Rohit Mansukhani Summary
Rohit Mansukhani, based in California, United States, is currently a Wealth Advisor at Corient. Rohit Mansukhani brings experience from previous roles at Aspiriant, ICONIQ Capital and LendingClub. Rohit Mansukhani holds a 2010 - 2013 Bachelor of Arts in Economics, Finance @ University Of California - Riverside. With a robust skill set that includes Financial Planning, Leadership, Handling Money, Self Management, Social Media and more. Rohit Mansukhani has 3 emails and 3 mobile phone numbers on RocketReach.
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