Sanjay Mathur Location
Newport Beach, CA, US
Sanjay Mathur Work
- 2024 - now Managing Director @ RBC Wealth Management
- 2012 - 2024 Managing Director- Investments @ Wells Fargo Advisors
- 1997 - 2012 Senior Vice President- Investments @ Morgan Stanley
- 1994 - 1997 Senior Vice President- Investments @ Prudential Financial
- 1990 - 1994 Senior Vice President- Investments @ Paine Webber
- 1985 - 1990 Senior Vice President- Investments @ Lehman Brothers
- 1983 - 1985 District Manager @ Foresters Financial Services
Sanjay Mathur Education
- University of Toronto
Master of Business Administration (MBA) (Finance and Financial Management Services)
1981 - 1983 - Birla Institute of Technology
Bachelor's Degree (Mechanical Engineering)
1976 - 1980
Sanjay Mathur Skills
- Finance
- Microsoft Office
- Asset Allocation
- Mutual Funds
- Management
- Business Analysis
- Equities
- Series 7
- Investments
- Retirement Planning
Sanjay Mathur Summary
Sanjay Mathur, based in Newport Beach, CA, US, is currently a Managing Director at RBC Wealth Management. Sanjay Mathur brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, Prudential Financial and Paine Webber. Sanjay Mathur holds a 1981 - 1983 Master of Business Administration (MBA) in Finance and Financial Management Services @ University of Toronto. With a robust skill set that includes Finance, Microsoft Office, Asset Allocation, Mutual Funds, Management and more. Sanjay Mathur has 1 emails on RocketReach.
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Top RBC Wealth Management Employees
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Rishi Kapur
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David Wang
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Kenneth Sheresky
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New York, NY, US24
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