Tarun Mehta
President & CCO @Eaglestone Tax & Wealth Advisors
Rockville, MD, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2007 — Present
President & CCO @Eaglestone Tax & Wealth Advisors
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As CCO, I manage the firm’s compliance program and requirements as they pertain to the SEC & FINRA and monitors ongoing regulatory developments in the industry. As President I oversee the firm’s operations and business practices. I also act as the informal in-house counsel to EagleStone Wealth Advisors, assisting with document/agreement preparation, document review and other legal matters.
SKILLS
Financial AdvisoryRisk ManagementFinancial AnalysisSecuritiesFinanceMutual FundsAlternative InvestmentsFinancial ServicesPortfolio ManagementDue Diligence
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