Pratik Kumar

Pratik Kumar Email and Phone Number

VP at Litman Gregory @ Litman Gregory Wealth Management
walnut creek, california, united states
Pratik Kumar's Location
San Francisco Bay Area, United States
Pratik Kumar's Contact Details

Pratik Kumar personal email

n/a

Pratik Kumar phone numbers

About Pratik Kumar

Pratik Kumar is a VP at Litman Gregory at Litman Gregory Wealth Management. He possess expertise in microsoft excel, data analysis, accounting, account management, policy analysis and 21 more skills.

Pratik Kumar's Current Company Details
Litman Gregory Wealth Management

Litman Gregory Wealth Management

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VP at Litman Gregory
walnut creek, california, united states
Website:
litmangregory.com
Employees:
55
Pratik Kumar Work Experience Details
  • Litman Gregory Wealth Management
    Vice President - Client Services
    Litman Gregory Wealth Management Jan 2024 - Present
    Larkspur, California, United States
    View
  • Litman Gregory Wealth Management
    Assistant Vice President - Client Services
    Litman Gregory Wealth Management Jan 2022 - 2024
    Larkspur, California, United States
    View
  • Litman Gregory
    Client Associate
    Litman Gregory Jul 2019 - Dec 2021
    Larkspur, Ca; Walnut Creek, Ca
    View
  • Mercer Advisors
    Wealth Client Associate
    Mercer Advisors Jul 2017 - Jul 2019
    Greater Los Angeles Area
    View
  • Yardi
    Technical Account Manager
    Yardi Apr 2016 - Jul 2017
    Santa Barbara, California Area
    View
  • Curvature
    Marketing Development Representative
    Curvature Sep 2015 - Feb 2016
    Santa Barbara, California
    View
  • Santa Barbara Coastal Advisors
    Client Services Representative
    Santa Barbara Coastal Advisors Jan 2015 - May 2015
    Santa Barbara, Ca
    View
  • Private Tutor
    Private Tutor
    Private Tutor Jan 2013 - Jun 2013
    Fremont, Ca
  • Macy'S
    Sales Associate
    Macy'S Nov 2011 - Jan 2012
    Newark, Ca
    View

Pratik Kumar Skills

Microsoft Excel Data Analysis Accounting Account Management Policy Analysis Customer Relations Customer Acquisition Sales Operations Wealth Management Mutual Funds Investment Strategies Microsoft Word Microsoft Office Powerpoint Salesforce.com Sql Spss Leadership Customer Service Networking Crm Databases Quota Achievement Morningstar Series 65 Etfs Investment Analysis

Pratik Kumar Education Details

Frequently Asked Questions about Pratik Kumar

What company does Pratik Kumar work for?

Pratik Kumar works for Litman Gregory Wealth Management

What is Pratik Kumar's role at the current company?

Pratik Kumar's current role is VP at Litman Gregory.

What is Pratik Kumar's email address?

Pratik Kumar's email address is pk****@****ure.com

What is Pratik Kumar's direct phone number?

Pratik Kumar's direct phone number is +151086*****

What schools did Pratik Kumar attend?

Pratik Kumar attended University Of California, Santa Barbara, De Anza College, Irvington High School.

What skills is Pratik Kumar known for?

Pratik Kumar has skills like Microsoft Excel, Data Analysis, Accounting, Account Management, Policy Analysis, Customer Relations, Customer Acquisition, Sales Operations, Wealth Management, Mutual Funds, Investment Strategies, Microsoft Word.

Who are Pratik Kumar's colleagues?

Pratik Kumar's colleagues are Jennifer Ceccarelli, Crcp, Ken Carter, Ron Johnson, Jared Noland, Cfa, Cfp®, Elizabeth Miles Gueco Ungacta, Chris Wheaton, Jason Siedle.

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