Satya Shinde
Vice President - Investment Officer, Senior Financial Advisor at Wells Fargo Advisors
- Role
- Vice President - Investment Officer at Wells Fargo Advisors
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Satya Shinde
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.For more information about how I may be able to help you pursue your financial goals, please contact me.This information is intended for use by residents of CA, CT, FL, GA, IL, NJ, NY, and and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Vice President - Investment Officer
Oct 2022 — Present · Princeton, NJ, US
Education
Symbiosis Institute of Business Management, Pune
MBA, Finance, Marketing
1992 — 1994
Skills
- Banking
- Risk Management
- Portfolio Management
- Start-Ups
- Finance
- Relationship Management
- Due Diligence
- Financial Services
- Investments
- Strategy
- Financial Analysis
- Investment Banking
- Credit
- Mergers & Acquisitions
- Business Development
- Wealth Management
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