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Cima Umesh Trikha

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Cima Umesh Trikha

International Wealth Management Advisor, Managing Director | Merrill Lynch

New York, New York, United States

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Cima Umesh Trikha

Summary

Cima Umesh Trikha is a seasoned financial professional with over 25 years of experience in wealth management, currently serving as a Managing Director and International Wealth Advisor at Merrill Lynch. His expertise lies in balance sheet optimization and asset allocation for high net worth clients, both domestic and international. A graduate of The College of William and Mary with a degree in Economics, he also holds a Global Executive MBA from Duke University's Fuqua School of Business. Umesh has received numerous accolades, including recognition as one of Forbes' Best-In-State Wealth Advisors and as a Top Next Generation Wealth Advisor. His multicultural background, having been born and raised in England, allows him to connect effectively with a diverse client base. Beyond his professional pursuits, he is actively involved in fundraising for various causes and serves on the Board of Directors for the William and Mary Alumni Association. Umesh enjoys a variety of personal interests, from culinary arts to performing magic shows.

General

Specialist

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cima Umesh Trikha

Work Experience

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International Wealth Management Advisor, Managing Director at

Merrill Lynch

July 2003 - Present

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Cima Umesh Trikha

Education

Duke University - The Fuqua School of Business, Masters Of Business Administration, Mba

January 2021 - January 2023

College of William and Mary, Bachelor's Degree

January 2000 - January 2003

Royal Grammar School (Guildford), High School

January 1998 - January 2000

Frequently Asked Questions about Cima Umesh Trikha

What is Cima Umesh Trikha email address?

Cima Umesh Trikha's primary email address is ************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cima Umesh Trikha work for?

Cima Umesh Trikha is a International Wealth Management Advisor, Managing Director at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Cima Umesh Trikha graduated from?

Cima Umesh Trikha holds a degree in from Duke University - The Fuqua School of Business.

How can I directly contact Cima Umesh Trikha?

To contact Cima Umesh Trikha directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.

Is Cima Umesh Trikha an immigrant?

Yes, Cima Umesh Trikha is an immigrant and currently based in United States

Who is Cima Umesh Trikha?

Cima Umesh Trikha is a seasoned financial professional with over 25 years of experience in wealth management, currently serving as a Managing Director and International Wealth Advisor at Merrill Lynch. His expertise lies in balance sheet optimization and asset allocation for high net worth clients, both domestic and international. A graduate of The College of William and Mary with a degree in Economics, he also holds a Global Executive MBA from Duke University's Fuqua School of Business. Umesh has received numerous accolades, including recognition as one of Forbes' Best-In-State Wealth Advisors and as a Top Next Generation Wealth Advisor. His multicultural background, having been born and raised in England, allows him to connect effectively with a diverse client base. Beyond his professional pursuits, he is actively involved in fundraising for various causes and serves on the Board of Directors for the William and Mary Alumni Association. Umesh enjoys a variety of personal interests, from culinary arts to performing magic shows.

Cima`s contact details

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************@ml.com

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