As a member of the firm’s Operations team, Sneha’s primary responsibility is to help in the fulfillment of daily requests made by the clients of the firm and to be the primary point of contact with the firm’s custodians.
Sneha has been working in the financial services industry since 2013. Prior to joining Summitry in 2019, Sneha worked for IRA Services overseeing customer relationship management. She brings extensive experience serving as the primary point of contact for clients and ensuring excellent service in a timely manner. She holds a Bachelor of Science in Business Management from Brigham Young University and an MBA from International Technological University in San Jose.
In her free time, she enjoys hiking, watching Broadway shows and traveling to new places.