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
Finance & AccountingView LinkedIn profile

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

  1. Vice President - Investment Officer

    Wells Fargo Advisors

    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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Satya Shinde — Vice President - Investment Officer at Wells Fargo Advisors in Princeton, NJ, US | Unifers