Sheena Oberoi, Cfp®

Sheena Oberoi, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ at Unified Wealth Management and Sales Associate at COMPASS Realty @ Compass
90 Fifth Avenue, New York, NY 10011, US
Sheena Oberoi, Cfp®'s Location
Paradise Valley, Arizona, United States, United States
Sheena Oberoi, Cfp®'s Contact Details

Sheena Oberoi, Cfp® work email

Sheena Oberoi, Cfp® personal email

n/a

Sheena Oberoi, Cfp® phone numbers

About Sheena Oberoi, Cfp®

Experienced CERTIFIED FINANCIAL PLANNER™ professional with a demonstrated history of working in the investment management industry.

Sheena Oberoi, Cfp®'s Current Company Details
Compass

Compass

View
CERTIFIED FINANCIAL PLANNER™ at Unified Wealth Management and Sales Associate at COMPASS Realty
90 Fifth Avenue, New York, NY 10011, US
Website:
mandyanddavid.com
Employees:
201
Sheena Oberoi, Cfp® Work Experience Details
  • Compass
    Sales Associate
    Compass Nov 2024 - Present
    New York, Ny, Us
    View
  • Unified Wealth Management
    Certified Financial Planner™ Professional
    Unified Wealth Management Aug 2007 - Present
    Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor.
  • Silverleaf Realty
    Sales Associate
    Silverleaf Realty Jan 2024 - Nov 2024
    Scottsdale, Arizona, Us
    View
  • Charles Schwab
    Customer Service Representative
    Charles Schwab May 2006 - Aug 2007
    Westlake, Texas, Us
    View

Sheena Oberoi, Cfp® Skills

Series 63 Term Life Insurance Health Insurance Series 7 Variable Wealth Management Leadership Series 24 Finra

Sheena Oberoi, Cfp® Education Details

  • University Of Colorado Boulder - Leeds School Of Business
    University Of Colorado Boulder - Leeds School Of Business
    Finance

Frequently Asked Questions about Sheena Oberoi, Cfp®

What company does Sheena Oberoi, Cfp® work for?

Sheena Oberoi, Cfp® works for Compass

What is Sheena Oberoi, Cfp®'s role at the current company?

Sheena Oberoi, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ at Unified Wealth Management and Sales Associate at COMPASS Realty.

What is Sheena Oberoi, Cfp®'s email address?

Sheena Oberoi, Cfp®'s email address is sh****@****dfs.com

What is Sheena Oberoi, Cfp®'s direct phone number?

Sheena Oberoi, Cfp®'s direct phone number is +148066*****

What schools did Sheena Oberoi, Cfp® attend?

Sheena Oberoi, Cfp® attended University Of Colorado Boulder - Leeds School Of Business.

What skills is Sheena Oberoi, Cfp® known for?

Sheena Oberoi, Cfp® has skills like Series 63, Term Life Insurance, Health Insurance, Series 7, Variable, Wealth Management, Leadership, Series 24, Finra.

Who are Sheena Oberoi, Cfp®'s colleagues?

Sheena Oberoi, Cfp®'s colleagues are Justin Langdon, Geena Fontanazzi, Jim Stafford, Tara Cooley, Alejandro Del Valle, Alex Waidley, Neilu Allahverdi.

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