Directory
>
Cima Umesh Trikha
Cima Umesh Trikha
International Wealth Management Advisor, Managing Director | Merrill Lynch
New York, New York, United States
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.
Cima Umesh Trikha
Work Experience
International Wealth Management Advisor, Managing Director at
Merrill Lynch
July 2003 - Present
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
************@ml.com
Colleagues
Financial Advisor, Vice President
Wealth Management Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Managing Director
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Financial Advisor, Vice President
Financial Advisor, First Vice President
VP, Supervision Principal
Wealth Management Advisor, First Vice President-Wealth Management