Sudipta Ganguly Email & Phone Number

Combined with the exhaustive resources of AXA Advisors' planning division, I develop individualized strategies that are client-centric and goal oriented - blueprints for success that can be refocused as needs change. My services do not stop just with plan implementation. I believe that the success of a plan depends on an ongoing relationship with each client, regular plan assessment and situation review - in other words, the strategy needs to be nurtured to ensure that it does what it was intended to do.Prior to joining AXA Advisors LLC, I started my career in the retail banking industry, progressing from various customer service positions to branch management. Along the way, besides gathering experience in the financial behavior of individuals I also gathered many awards for service, business development and also, (as Asst. Vice President), motivated my team members to achieve the same. My current position with AXA reflects the same norm, where I have been receiving recognition consistently for outstanding service, client retention and business development. Some of the companies I have worked at are SI Bank & Trust (currently Santander), Banco Popular and Wachovia (now Wells Fargo).

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  Risk Management Specialist

  Axa Advisors

  2006 - Present - New York City Area, Ny

  I focus on helping my clients as they work to mitigate their risk. In my 20+ years in the financial services sector, one factor stands unchanged -- life is full of risk. Income earners, beneficiaries, businesses and their owners experience risk at some point. Common financial risks that face us include risk from rates of taxation, interest rate risk, investment risk, loss of opportunity risk, fiduciary risk, risk from inflation and of course, the risk of market volatility. These risks can affect our current financial situation and ultimately the life we lead in retirement. My goal is to help my clients prepare for their future with a comprehensive strategy that addresses their short and long term goals while considering these risk factors. My exemplary work ethics dictates that I serve my clients with the highest standard of professionalism and knowledge. Additionally, I work with my clinets' tax professionals to develop strategies to help clients reduce their tax exposure. All CPAs are welcome to view the section dedicated to them on my website.For more information, please visit my website: www.sueganguly.com.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR.

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  University Of Calcutta

  Major In Political Science, Minor In Economics