As an operations specialist focused on investments at Laird Norton Wealth Management (LNWM), Bharti is responsible for fund operations, process improvement and facilitating trading for client portfolios. To her work, she brings nearly a decade of experience in financial services administration and management, focused on client operations/services. Prior to joining LNWM, Bharti was a junior associate at MUFG Investor Services in Dublin, Ireland and a senior customer relationship manager at Prudent Corporate Advisory Service Ltd. In Gujarat, India. She is fluent in English, Hindi, Gujarati.
Designations and Education
- Master’s in Business Administration
Gujarat Technological University, Gujarat, India
- B.A. in Commerce
The Maharaja Sayajirao University of Baroda, Gujarat, India