Wealth Management Client Associate
Current
Jul 2022 - Present
AeroLeads people directory · profile
Khushi Doshi Email & Phone Number
Wealth Management Associate | COB Peer Advisor | Bachelor of Science in Business Administration, Finance
at
CS TOMASI Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Associate | COB Peer Advisor | Bachelor of Science in Business Administration, Finance
Location
Norwalk, California, United States
Company size
Who is Khushi Doshi? Overview
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Quick answer
Khushi Doshi is listed as Wealth Management Associate | COB Peer Advisor | Bachelor of Science in Business Administration, Finance at CS TOMASI Wealth Management, a company with 4 employees, based in Norwalk, California, United States. AeroLeads shows a matched LinkedIn profile for Khushi Doshi.
Khushi Doshi previously worked as Wealth Management Client Associate at Cs Tomasi Wealth Management and Financial Assistant at Cs Tomasi Wealth Management. Khushi Doshi holds Bachelor Of Science - Bs, Business Administration - Finance from California State University-Long Beach - College Of Business.
Company email context
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CS TOMASI Wealth Management
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Profile bio
About Khushi Doshi
Over two years as a Wealth Management Client Associate, I have learned many interpersonal skills that cater to strong client relationships. Alongside working at CS TOMASI Wealth Management I have started mentoring new business students attending California State University, Long Beach. This experience has strengthened my focus on finance and written communication capabilities. As I earn my Bachelor of Science in Business Administration, Finance, I plan on using my academic knowledge in real world financial strategies, preparing me to continue my career path into wealth management as a CFP.
Current workplace
Khushi Doshi's current company
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Cs Tomasi Wealth Management
3 roles
Khushi Doshi work experience
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Financial Assistant
Current
Jun 2022 - Present
Cob Peer Advisor
Current
Jun 2023 - Present
1 education record
Khushi Doshi education
FAQ
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Quick answers generated from the profile data available on this page.
What company does Khushi Doshi work for?
Khushi Doshi works for CS TOMASI Wealth Management.
What is Khushi Doshi's role at CS TOMASI Wealth Management?
Khushi Doshi is listed as Wealth Management Associate | COB Peer Advisor | Bachelor of Science in Business Administration, Finance at CS TOMASI Wealth Management.
Where is Khushi Doshi based?
Khushi Doshi is based in Norwalk, California, United States while working with CS TOMASI Wealth Management.
What companies has Khushi Doshi worked for?
Khushi Doshi has worked for Cs Tomasi Wealth Management and California State University-Long Beach - College Of Business.
Who are Khushi Doshi's colleagues at CS TOMASI Wealth Management?
Khushi Doshi's colleagues at CS TOMASI Wealth Management include Tamara Durbin, Cfp®, Cdfa® and Kevin Valher.
How can I contact Khushi Doshi?
You can use AeroLeads to view verified contact signals for Khushi Doshi at CS TOMASI Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Khushi Doshi attend?
Khushi Doshi holds Bachelor Of Science - Bs, Business Administration - Finance from California State University-Long Beach - College Of Business.
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