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Preetika Pande
Preetika Pande
Senior Vice President | Destination Wealth Management
Walnut Creek, California, United States
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.
Preetika Pande
Work Experience
Senior Vice President at
Destination Wealth Management
January 2024 - Present
Senior Wealth Advisor at
Destination Wealth Management
February 2020 - Present
Wealth Advisor at
Polaris Wealth Advisory Group
April 2016 - February 2020
Volunteer with Canal Family Support at
Catholic Charities SF
May 2015 - June 2016
Financial Advisor at
Regent Investment Consultants
June 2012 - January 2015
Tax Consultant at
Duff Corporation
January 2010 - January 2011
Financial Analyst Intern at
HENKEL JORDAN
June 2010 - October 2010
Financial Data Analyst Intern at
BC CAPITAL MANAGEMENT PTE. LTD.
February 2010 - April 2010
Student Ambassador at
Aimhigher University Of Leicester
January 2006 - January 2008
Promotions Assistant at
Real World Magazine
January 2007 - January 2008
Preetika Pande
Education
University of California, Berkeley
January 2016 - January 2017
January 2008 - January 2009
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
********@destinationwm.com
Colleagues
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CEO, Chairman Investment Committee
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Senior Vice President, Wealth Strategy
Vice President - Wealth Management Services