How can you pursue what matters most?

I have experience in the largest capital markets of the world. Tokyo and New York. I moved with Goldman Sachs from Japan to New York to pursue a role in management and gained experience as a Financial Advisor with UBS and Merrill Lynch.

• Consultative client experience gives me a valued edge to create & implement sophisticated Financial Planning, Wealth Management solutions  strategies, with a focus on fee-based, non-proprietary solutions as appropriate.
• I have managed complex financial issues of families & corporations including tax-effective, intergenerational Wealth Transfers & Business Succession planning. I have evaluated Money Managers, Hedge Fund Managers & Private Equity Managers to ensure best practices and review for Retirement Plans of several small & mid-size companies.
• Numerous organizations have invited me to speak on, participate in panels on finance related topics, women's empowerment.

Non Profits:

• I founded and run a WA state non-profit called Act Now Mantra which is a grassroots organization with the mission of building an Inclusive Society - we put together several high quality programs attracting a diverse audience.
• I have served as the Executive Vice President of NAWMBA Seattle (National Association of Women MBAs). It is dedicated to propelling women MBA students and professionals into leadership positions in business.
• I was the Program Chair for the erstwhile Women's Business Exchange for 3 years. Created and ran very successful educational and networking events. 
• By way of artistic pursuits - I volunteer at the American Contemporary Theatre and at Tasveer.
• For Veterans - I mentor individuals transitioning to new careers through American Corporate Partners.

I am fluent in English, Japanese, Hindi, Tamil, and Malayalam and rudimentary Telugu helps me relate and listen better to my clients' needs.

My husband and I enjoy the performing arts, adventure activities, travel, dogs and cooking. I love Sanskrit and Yoga.

CA Insurance License 0E02407