Nikhil provides comprehensive trading, transactional, and operational support to the Wealth Management team and planners.
Prioritizing accuracy and open communication in his role, Nikhil helps streamline the management of client portfolios. He values the knowledge, friendliness, and supportiveness of his team, which supports his ability to serve clients.
Fun fact about Nikhil: He likes to sing and produce music in his free time.
Belmont, MA
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