Financial Planning Team
Financial Services Assistant
ABOUT AKSHAY
Akshay helps to coordinate seamless client interactions, directing inquiries to the appropriate experts. Beyond facilitating client communication, he also ensures efficient administrative processes within our financial services department. When not at work or studying for school, Akshay is spending time with family and doing activities with friends.
A BRIEF HISTORY
Akshay has previous customer service and sales experience. While working, Akshay received his associate degree from Brookdale Community College. He is currently working towards his bachelor’s degree in business and plans to graduate from Rutgers University in May 2024.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Akshay is engaged, or continues to be engaged, to provide investment advisory services.
