Vijay Aluwalia
Partner and Wealth Advisor @Bergamot Asset Management Lp
Princeton, NJ, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2021 — Present
Partner and Wealth Advisor @Bergamot Asset Management Lp
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Providing comprehensive wealth management services to individuals including Chief Information Officers (CIO’s), Chief Technology Officers (CTO’s), Healthcare Executives, Physicians, Corporate Executives, Business Owners, and Professional Athletes.
SKILLS
Traditional IrasTraining DeliveryTeam ManagementSalesforce.comBonds - CorporateFixed-Income Investments529 PlansRetirementInsurance NeedsMarketingTrainingMutual FundsEnterprise SoftwareCommon StocksEnterprise ArchitectureCrmBusiness Process ImprovementProgram ManagementProfit-SharingProduct ManagementLong-Term CareSep IrasCompetitive AnalysisAnalysis403(B)SProject ManagementDefined BenefitOrganizational DevelopmentEquity InvestmentsItilFinancial ModelingEducation SavingsBusiness StrategyProcess ImprovementBonds - MunicipalEstate ConsiderationsChange ManagementBonds - U.s. TreasuryFinancePortfolio and Retirement Plan Reviews
ABOUT VIJAY ALUWALIA
As a fiduciary I am dedicated to making a positive impact in the lives of people. My work…
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