Tulsi Sharma

Vice President, Client Service @NewEdge Wealth

San Francisco, CA, US
MOBILE NUMBERS
+15•••••••35

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WORK HISTORY

Sep 2023 — Present

Vice President, Client Service @NewEdge Wealth

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EDUCATION

1999 — 2005

San Francisco State University

Bachelor's degree

SKILLS

Consumer LendingFinancial AnalysisMicrosoft ExcelCustomer ServiceSales ManagementBankingCreditLoansMicrosoft OfficeStrategic PlanningData AnalysisMicrosoft WordAnalysisPowerpointSalesLife InsuranceTeam BuildingTeam ManagementLeadershipManagementBusiness AnalysisLines of CreditRetail BankingSmall Business Lending

ABOUT TULSI SHARMA

Vice President, Client Service at NewEdge Wealth

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