AeroLeads people directory · profile
Pj (Prabhjot) Sekhon Email & Phone Number
Senior Vice President, Senior Wealth Manager
at
Lido Advisors
1 work email found
@freestonecapital.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Vice President, Senior Wealth Manager
Location
Seattle, Washington, United States
Company size
Who is Pj (Prabhjot) Sekhon? Overview
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Quick answer
Pj (Prabhjot) Sekhon is listed as Senior Vice President, Senior Wealth Manager at Lido Advisors, a with 360 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at freestonecapital.com and a matched LinkedIn profile for Pj (Prabhjot) Sekhon.
Pj (Prabhjot) Sekhon previously worked as Senior Associate Client Service at Freestone Capital Management and Associate at Freestone Capital Management. Pj (Prabhjot) Sekhon holds Bachelor Of Arts (B.A.), Economics With A Minor In Finance, 3.4 from University Of California San Diego.
Company email context
Email format at Lido Advisors
This section adds company-level context without repeating Pj (Prabhjot) Sekhon's masked contact details.
{first_initial}{last}@freestonecapital.com
86% confidence
AeroLeads found 1 current-domain work email signal for Pj (Prabhjot) Sekhon. Compare company email patterns before reaching out.
Profile bio
About Pj (Prabhjot) Sekhon
I am currently a Client Associate at Freestone Capital Management and CFA Level III candidate. I support portfolio management, financial planning, and client success for clients. My background in operations management and my CFA Level I/II gives me a diverse perspective that allows me to develop comprehensive financial plans. In addition, I identify inefficiencies and take the initiative to improve workflows so that my team can focus on value added tasks. My experience as a franchise advisor has given me deep insights into business operations, real estate, and cash flow analysis. Some notable highlights from my work experience include:·
Current workplace
Pj (Prabhjot) Sekhon's current company
Company context helps verify the profile and gives searchers a useful next step.
Lido Advisors
5 roles
Pj (Prabhjot) Sekhon work experience
A career timeline built from the work history available for this profile.
Senior Associate Client Service
Associate
Freestone is an independent wealth advisor to select high-net-worth families and institutions with offices in Washington and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com.
Franchise Investment Advisor
Sekhon Franchise Development
• Provided investment advice and assistance for 3 business owners on new investment opportunities for franchise investment portfolio expansion, resulting in 6 franchise locations totaling $1.8M in acquisition costs• Researched and analyzed franchise disclosure documents, site locations, and strategy, enabling franchise purchase eligibility for 2 clients, leading to franchise owner breaking even in 8 months, and achieving profitability for all owners
Jan 2020 - Apr 2022
General Manager & Analyst
Sekhon Franchise Development
• Partnered with ownership to manage new locations (training, operational strategy), analyzed suitable locations for investment, and conducted market research, decreasing expenses by 33% and saving $600K+ on annual costs• Managed 2 locations with combined annual revenue of $2.4M+ annually and optimized operations to enhance efficiency, leading to resale of both locations for a total of $1.2M• Researched and analyzed demographic data to identify ideal consumers, neighborhoods, and buying trends to target the highest potential locations across 5counties, achieving $6.4M in annual revenue across 6 locations• Assisted with creation of 3-statement financial projections and key performance indicator (KPI) analysis to assist management in predicting performance, enhancing deal flow and saving 14-18 hours on operations
Dec 2017 - Dec 2019
Team & coworkers
Colleagues at Lido Advisors
Other employees you can reach at lidoadvisors.com. View company contacts for 360 employees →
JZ
Jahn Zaknoun
Colleague at Lido AdvisorsNorth District, Israel
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LF
Louis Flamino
Colleague at Lido AdvisorsScottsdale, Arizona, United States
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TB
Thomas Bartling, Cfp®
Colleague at Lido AdvisorsTavares, Florida, United States
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AL
Anngie Locke
Colleague at Lido AdvisorsGoodyear, Arizona, United States
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SK
Santa Kireja
Colleague at Lido AdvisorsLatvia
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JM
Jon Morgan
Colleague at Lido AdvisorsNew Albany, Ohio, United States
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EE
Eriks Esrakstu
Colleague at Lido AdvisorsLatvia
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JW
Jeffrey Westheimer, Jd
Colleague at Lido AdvisorsLos Angeles, California, United States
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KG
Kelly Garcia Arrillaga
Colleague at Lido AdvisorsSan Diego, California, United States
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FD
Filip De Blende
Colleague at Lido AdvisorsAntwerp Metropolitan Area, Belgium
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Jahn Zaknoun
Colleague at Lido AdvisorsNorth District, Israel
View →
LF
Louis Flamino
Colleague at Lido AdvisorsScottsdale, Arizona, United States
View →
TB
Thomas Bartling, Cfp®
Colleague at Lido AdvisorsTavares, Florida, United States
View →
AL
Anngie Locke
Colleague at Lido AdvisorsGoodyear, Arizona, United States
View →
SK
Santa Kireja
Colleague at Lido AdvisorsLatvia
View →
JM
Jon Morgan
Colleague at Lido AdvisorsNew Albany, Ohio, United States
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EE
Eriks Esrakstu
Colleague at Lido AdvisorsLatvia
View →
JW
Jeffrey Westheimer, Jd
Colleague at Lido AdvisorsLos Angeles, California, United States
View →
KG
Kelly Garcia Arrillaga
Colleague at Lido AdvisorsSan Diego, California, United States
View →
FD
Filip De Blende
Colleague at Lido AdvisorsAntwerp Metropolitan Area, Belgium
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1 education record
Pj (Prabhjot) Sekhon education
FAQ
Frequently asked questions about Pj (Prabhjot) Sekhon
Quick answers generated from the profile data available on this page.
What company does Pj (Prabhjot) Sekhon work for?
Pj (Prabhjot) Sekhon works for Lido Advisors.
What is Pj (Prabhjot) Sekhon's role at Lido Advisors?
Pj (Prabhjot) Sekhon is listed as Senior Vice President, Senior Wealth Manager at Lido Advisors.
What is Pj (Prabhjot) Sekhon's email address?
AeroLeads has found 1 work email signal at @freestonecapital.com for Pj (Prabhjot) Sekhon at Lido Advisors.
Where is Pj (Prabhjot) Sekhon based?
Pj (Prabhjot) Sekhon is based in Seattle, Washington, United States while working with Lido Advisors.
What companies has Pj (Prabhjot) Sekhon worked for?
Pj (Prabhjot) Sekhon has worked for Lido Advisors, Freestone Capital Management, and Sekhon Franchise Development.
Who are Pj (Prabhjot) Sekhon's colleagues at Lido Advisors?
Pj (Prabhjot) Sekhon's colleagues at Lido Advisors include Jahn Zaknoun, Louis Flamino, Thomas Bartling, Cfp®, Anngie Locke, and Santa Kireja.
How can I contact Pj (Prabhjot) Sekhon?
You can use AeroLeads to view verified contact signals for Pj (Prabhjot) Sekhon at Lido Advisors, including work email, phone, and LinkedIn data when available.
What schools did Pj (Prabhjot) Sekhon attend?
Pj (Prabhjot) Sekhon holds Bachelor Of Arts (B.A.), Economics With A Minor In Finance, 3.4 from University Of California San Diego.
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