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

  1. Financial Advisor, SVP

    Baird

    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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Mona Sarkar — Financial Advisor, SVP at Baird in Cleveland, OH, US | Unifers