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Preetika Pande

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Preetika Pande

Senior Vice President | Destination Wealth Management

Walnut Creek, California, United States

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Preetika Pande

Summary

Preetika Pande is a highly accomplished financial professional with extensive experience in wealth management and financial planning. Currently serving as the Senior Vice President at Destination Wealth Management, she specializes in asset allocation, investment management, and retirement planning. Preetika's academic background includes a Master's in Finance and Economics from the University of Warwick and a specialization in Financial Planning from UC Berkeley, where she received the Outstanding Student of the Year Award. Her diverse career spans various roles, including Wealth Advisor and Tax Consultant, providing her with a robust understanding of the financial landscape. Preetika is passionate about helping clients achieve their financial goals and is committed to continuous professional development in emerging financial strategies. In her earlier roles, she has also contributed to non-profit initiatives, showcasing her dedication to community service. Her ability to navigate complex financial environments makes her a valuable asset in the wealth management sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Non-Profit Experience

Preetika Pande

Work Experience

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Senior Vice President at

Destination Wealth Management

January 2024 - Present

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Senior Wealth Advisor at

Destination Wealth Management

February 2020 - Present

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Wealth Advisor at

Polaris Wealth Advisory Group

April 2016 - February 2020

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Volunteer with Canal Family Support at

Catholic Charities SF

May 2015 - June 2016

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Financial Advisor at

Regent Investment Consultants

June 2012 - January 2015

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Tax Consultant at

Duff Corporation

January 2010 - January 2011

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Financial Analyst Intern at

HENKEL JORDAN

June 2010 - October 2010

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Financial Data Analyst Intern at

BC CAPITAL MANAGEMENT PTE. LTD.

February 2010 - April 2010

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Student Ambassador at

Aimhigher University Of Leicester

January 2006 - January 2008

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Promotions Assistant at

Real World Magazine

January 2007 - January 2008

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Preetika Pande

Education

University of California, Berkeley

January 2016 - January 2017

Warwick Business School, Msc

January 2008 - January 2009

University of Leicester, Ba

January 2006 - January 2008

Frequently Asked Questions about Preetika Pande

What is Preetika Pande email address?

Preetika Pande's primary email address is ********@destinationwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Preetika Pande work for?

Preetika Pande is a Senior Vice President at Destination Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Preetika Pande graduated from?

Preetika Pande holds a degree in Financial Planning - Received Outstanding Student Of The Year Award from University of California, Berkeley.

How can I directly contact Preetika Pande?

To contact Preetika Pande directly, you can use the email address ********@destinationwm.com. Complete contact information is available upon registration with Muraena.

Is Preetika Pande an immigrant?

Yes, Preetika Pande is an immigrant and currently based in United States

Who is Preetika Pande?

Preetika Pande is a highly accomplished financial professional with extensive experience in wealth management and financial planning. Currently serving as the Senior Vice President at Destination Wealth Management, she specializes in asset allocation, investment management, and retirement planning. Preetika's academic background includes a Master's in Finance and Economics from the University of Warwick and a specialization in Financial Planning from UC Berkeley, where she received the Outstanding Student of the Year Award. Her diverse career spans various roles, including Wealth Advisor and Tax Consultant, providing her with a robust understanding of the financial landscape. Preetika is passionate about helping clients achieve their financial goals and is committed to continuous professional development in emerging financial strategies. In her earlier roles, she has also contributed to non-profit initiatives, showcasing her dedication to community service. Her ability to navigate complex financial environments makes her a valuable asset in the wealth management sector.

Preetika`s contact details

mail

********@destinationwm.com

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