Swati M.
Finance Director, CFO for Affluent Segments @Wells Fargo
Charlotte, NC, US
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WORK HISTORY
Apr 2025 — Present
Finance Director, CFO for Affluent Segments @Wells Fargo
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Charlotte, NC, US
EDUCATION
2001 — 2001
AICPA
CPA, Tax, Accounting, Audit, Law
N/A
Institute for Divorce Fianancial Analysts
CDFA, Divorce Planning
1995 — 1998
University of Calcutta
B.Com.
1996 — 1999
Institute of Chartered Accountants, India
CA
1993 — 1995
La Martiniere
12th Grade
N/A
CFPBS
CFP, Financial Planning
ABOUT SWATI M.
Specialties: Financial Analysis and ReportingFinancial PlanningTaxation, Tax TechnologyManagement AccountingAsset ManagementCompliance/Audit
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