Rohan Sagar

Rohan Sagar Email and Phone Number

Analyst @ Greenspring Advisors
New York, NY, US
Rohan Sagar's Location
New York City Metropolitan Area, United States
Rohan Sagar's Contact Details

Rohan Sagar work email

Rohan Sagar personal email

n/a
About Rohan Sagar

Rohan Sagar is a Analyst at Greenspring Advisors.

Rohan Sagar's Current Company Details
Greenspring Advisors

Greenspring Advisors

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Analyst
New York, NY, US
Website:
greenspringadvisors.com
Employees:
49
Rohan Sagar Work Experience Details
  • Greenspring Advisors
    Analyst
    Greenspring Advisors
    New York, Ny, Us
    View
  • Wealthstream Advisors Inc.
    Analyst
    Wealthstream Advisors Inc. Jul 2024 - Present
    New York City Metropolitan Area
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  • Wealthstream Advisors Inc.
    Wealth Management Intern
    Wealthstream Advisors Inc. Jun 2023 - Aug 2023
    New York City Metropolitan Area
    • Led research on complex investment strategies, estate planning vehicles and tax laws• Developed client communication skills through training and client meetings• Automated frequently occurring reporting processes through macros and coding
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  • East West Bank
    Wealth Management & Digital Banking Intern
    East West Bank May 2022 - Aug 2022
    California, United States
    • Utilized Money Guide Pro to complete a recommendation for a mock client using various investment vehicles and tax strategies• Researched and produced a report on Intermediated Installment Sales Trusts and Charitable Remainder Trusts to prepare top producers for a leadership meeting with vendors• Bridged the connection between the Wealth Management and Digital Banking departments to facilitate the production of EWB’s new wealth management app by communicating research findings on FINRA regulations
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  • Customer Experience Consulting Club
    Vice President Of Marketing
    Customer Experience Consulting Club Sep 2020 - Apr 2022
    •Planned and executed marketing strategies to engage members across multiple platforms (Instagram, newsletters, email) which increased both Instagram following and engagement by over 300%•Designed Instagram posts and marketing slides on Canva to attract new and current members to club events•Advanced the club from a small club to being voted Top 3 Kelley Student Organizations of the Year through communication and collaboration with the executive team
  • Xerox
    Data And Analytics Intern
    Xerox Jun 2021 - Aug 2021
    Cary, North Carolina, United States
    •Enhanced Tableau dashboards which tracked millions of assets to optimize performance and redesigned dashboards that tracked overtime earnings of employees across all locations and departments of Xerox•Automated the migration of data from Salesforce to Snowflake, while collaborating with a team of five, to consolidate the number of platforms being used
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  • Ameriprise Financial Services, Llc
    Shadowing Experience
    Ameriprise Financial Services, Llc Jul 2019 - Aug 2019
    Rochester, New York, United States
    •Shadowed a personal financial advisor with more than 160 client groups and over $32 million in AUM and as a result, gained an interest in financial advising and wealth management careers•Observed daily tasks and the process of reviewing a client’s case and determining a strategy to manage assets based on their goals, age, risk tolerance, and other market factors
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  • Strong Memorial Hospital
    Volunteer
    Strong Memorial Hospital Jun 2017 - Aug 2019
    Rochester, New York, United States
    •Aided physical therapists with patient safety during therapy sessions, as a result, the PTs were able to focus on the patient's issues and patients were able to perform exercises without fear of reinjury•Prepared and cleaned the necessary equipment to maximize efficiency and safety for nurses

Rohan Sagar Education Details

Frequently Asked Questions about Rohan Sagar

What company does Rohan Sagar work for?

Rohan Sagar works for Greenspring Advisors

What is Rohan Sagar's role at the current company?

Rohan Sagar's current role is Analyst.

What is Rohan Sagar's email address?

Rohan Sagar's email address is ro****@****ank.com

What schools did Rohan Sagar attend?

Rohan Sagar attended Indiana University - Kelley School Of Business.

Who are Rohan Sagar's colleagues?

Rohan Sagar's colleagues are Holly Turner, Aif®, Crps®, Sullivan Beck-Winter, Kristina Groff, Cfp®, Valeria Quispe, Staci Bondura, Fpqp®, Reiley Crosby, Crps®, Aif®, Justin Brown, Cfa.

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