Rupal Bhakta Email & Phone Number
Senior Relationship Advisor @ Northern Trust Wealth Management
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Rupal Bhakta Location
- Los Angeles, CA, US
Rupal Bhakta Work
- Senior Relationship Advisor @ (October 2024 - Present)
- Trust Advisor @ (June 2016 - October 2024)
- Account Manager @ (September 2014 - June 2016)
- Trust Administrative Officer II @ (January 2012 - September 2014)
- Trust Administrator @ (October 2007 - December 2011)
Rupal Bhakta Education
- Pepperdine University
M.A. (Education)
2003-2004 - UC Irvine
B.A. (Psychology)
1998-2002
Rupal Bhakta Skills
- Asset Allocation
- Asset Management
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Private Banking
- Securities
- Trust Services
- Wealth Management
- Wealth Management Services
- Microsoft Office
- 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 Asset Allocation, Asset Management, Investment Advisory, Investments, Mutual Funds and more. Rupal Bhakta has 2 emails and 2 mobile phone numbers on RocketReach.
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