Mona Sarkar
- Role
- Financial Advisor, SVP at Baird
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mona Sarkar
For over 20 years, Mona has worked beside individuals, families and business owners to…
Experience
Financial Advisor, SVP
Apr 2016 — Present
Skills
- Credit
- Pensions
- Financial Advisory
- Wealth
- Wealth Management
- Financial Planning
- Series 7
- Insurance
- Financial Analysis
- Small Business
- Credit Analysis
- Mutual Funds
- High Net Worth Individuals
- Marketing Strategy
- Commercial Banking
- Nonprofit Organizations
- Investments
- Real Estate
- Banking
- Strategy
- Accounting
- Mortgage Lending
- Loans
- Public Speaking
- Sales
- Management
- Commercial Lending
- Leadership
- Finance
- Strategic Financial Planning
- Risk Management
- New Business Development
- Relationship Management
- Portfolio Management
- Budgets
- Cross Selling
- Retail Banking
- Due Diligence
- Mergers & Acquisitions
- Asset Management
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