Yash Talreja
Education
MIT Sloan School of Management
Certificate, Strategic Marketing for the Technology Executive 2009-01-01 - 2011-01-01
University of California, Davis
Master’s Degree, Computer Engineering 1987-09-01 - 1989-03-01
Indian Institute of Technology, Delhi
B. Tech., Electrical & Computer Engineering -Work Experience
Merill Lynch
Current
Merill Lynch
Sukarma Foundation
Current
Sukarma Foundation
IIT Bay Area Alumni Association
Current
IIT Bay Area Alumni Association
Morgan Stanley
2016-04-01 - 2020-03-01
Morgan Stanley
Social Commerce, Inc.
2010-01-01 - 2016-01-01
Social Commerce, Inc.
Mitchell Int'l
2007-01-01 - 2010-01-01
Mitchell Int'l
Edgenet
2005-01-01 - 2007-01-01
Edgenet
Amazon
2003-01-01 - 2005-01-01
Amazon
Televoke Inc (Merged with deCarta)
2002-01-01 - 2003-01-01
Televoke Inc (Merged with deCarta)
PeopleSoft/Oracle
1993-01-01 - 2002-01-01
PeopleSoft/Oracle
Skills
Summary
I work with a select group of technology professionals, executives, and company founders to help them grow and preserve their wealth. I help my clients reach their financial goals through comprehensive financial planning and diligent asset and liability management. I'm also an active volunteer for IIT Bay Area Alumni Association and a board member for Sukarma Foundation, a volunteer-driven non-profit organization working on improving the lives of rural Indians, CONTACT ME TO LEARN MORE ABOUT: • Financial Planning & Investment management • Concentrated stock risk management • Lending against securities • Mortgages, Refinance and Home Equity Line of Credit • Trust and Estate Planning Services • Wealth Transfer and Structuring Strategies • Sustainable Investing • Retirement & Education Planning • Alternative Investments Note: My NMLS identification number is 1566219. *Banking and lending services provided by Bank of America, N.A.
