Rupal Bhakta Email & Phone Number
Senior Relationship Advisor @ Northern Trust Wealth Management
5 free lookup(s).
Rupal Bhakta Location
- Los Angeles, CA, US
Rupal Bhakta Work
- 2024 - now Senior Relationship Advisor @
- 2016 - 2024 Trust Advisor @
- 2014 - 2016 Account Manager @
- 2012 - 2014 Trust Administrative Officer II @
- 2007 - 2011 Trust Administrator @
Rupal Bhakta Education
- Pepperdine University
M.A. (Education)
2003 - 2004 - UC Irvine
B.A. (Psychology)
1998 - 2002
Rupal Bhakta Skills
- Trust Services
- Investments
- Portfolio Management
- Microsoft Office
- Investment Advisory
- Asset Management
- Securities
- Wealth Management
- Mutual Funds
- Wealth Management Services
- Private Banking
- Asset Allocation
- Public Speaking
Rupal Bhakta Summary
- Rupal Bhakta, based in Los Angeles, CA, US, is currently a Senior Relationship Advisor at Northern Trust Wealth Management. Rupal Bhakta brings experience from previous roles at Northern Trust Corporation, US Trust and City National Bank. Rupal Bhakta holds a 2003 - 2004 M.A. in Education @ Pepperdine University. With a robust skill set that includes Trust Services, Investments, Portfolio Management, Microsoft Office, Investment Advisory and more. Rupal Bhakta has 2 emails and 2 mobile phone numbers on RocketReach.
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