AeroLeads people directory · profile

Sheena Oberoi, Cfp® Email & Phone Number

Sales Associate at Compass
Location: Paradise Valley, Arizona, United States 4 work roles 1 school
1 work email found @unifiedfs.com 2 phones found area 480 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@unifiedfs.com
Direct phone (480) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Compass
Role
Sales Associate
Location
Paradise Valley, Arizona, United States
Company size
201 employees

Who is Sheena Oberoi, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sheena Oberoi, Cfp® is listed as Sales Associate at Compass, a with 201 employees, based in Paradise Valley, Arizona, United States. AeroLeads shows a work email signal at unifiedfs.com, phone signal with area code 480, and a matched LinkedIn profile for Sheena Oberoi, Cfp®.

Sheena Oberoi, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ professional at Unified Wealth Management and Sales Associate at Silverleaf Realty. Sheena Oberoi, Cfp® holds Bachelors, Finance from University Of Colorado Boulder - Leeds School Of Business.

Company email context

Email format at Compass

This section adds company-level context without repeating Sheena Oberoi, Cfp®'s masked contact details.

*@unifiedfs.com
68% confidence

AeroLeads found 1 current-domain work email signal for Sheena Oberoi, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sheena Oberoi, Cfp®

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

Listed skills include Series 63, Term Life Insurance, Health Insurance, Series 7, and 5 others.

Current workplace

Sheena Oberoi, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Compass
Compass
Sales Associate
90 Fifth Avenue, New York, NY 10011, US
Website
mandyanddavid.com
Employees
201
AeroLeads page
Company profile
View company profile Email format
4 roles

Sheena Oberoi, Cfp® work experience

A career timeline built from the work history available for this profile.

Sales Associate

Current
Compass

New York, Ny, Us

Nov 2024 - Present

Certified Financial Planner™ Professional

Unified Wealth Management

Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor.

Customer Service Representative

Charles Schwab

Westlake, Texas, Us

May 2006 - Aug 2007
Team & coworkers

Colleagues at Compass

Other employees you can reach at mandyanddavid.com. View company contacts for 201 employees →

LP Laura Peduto Laura Peduto Colleague at CompassLos Angeles, California, United States View → SN Samuel Nguyen Samuel Nguyen Colleague at CompassOrlando, Florida, United States View → PP Puja Patel Puja Patel Colleague at CompassNew York, United States View → JS Jasana Singer Jasana Singer Colleague at CompassLaguna Beach, California, United States View → KL Kathleen Latto-Wainwright Kathleen Latto-Wainwright Colleague at CompassAustin, Texas, United States View → MM Matthew Minor Matthew Minor Colleague at CompassFort Worth, Texas, United States View → EV Eric Viner Eric Viner Colleague at CompassNew York, United States View → KM Kevin Mcfarlan Kevin Mcfarlan Colleague at CompassKirkland, Washington, United States View → RC Rachel Crowl-Mcgrath Rachel Crowl-Mcgrath Colleague at CompassGreater Philadelphia, United States View → AM Andrew Martini Andrew Martini Colleague at CompassBoston, Massachusetts, United States View →
1 education record

Sheena Oberoi, Cfp® education

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

Frequently asked questions about Sheena Oberoi, Cfp®

Quick answers generated from the profile data available on this page.

What company does Sheena Oberoi, Cfp® work for?

Sheena Oberoi, Cfp® works for Compass.

What is Sheena Oberoi, Cfp®'s role at Compass?

Sheena Oberoi, Cfp® is listed as Sales Associate at Compass.

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

AeroLeads has found 1 work email signal at @unifiedfs.com for Sheena Oberoi, Cfp® at Compass.

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

AeroLeads has found 2 phone signal(s) with area code 480 for Sheena Oberoi, Cfp® at Compass.

Where is Sheena Oberoi, Cfp® based?

Sheena Oberoi, Cfp® is based in Paradise Valley, Arizona, United States while working with Compass.

What companies has Sheena Oberoi, Cfp® worked for?

Sheena Oberoi, Cfp® has worked for Compass, Unified Wealth Management, Silverleaf Realty, and Charles Schwab.

Who are Sheena Oberoi, Cfp®'s colleagues at Compass?

Sheena Oberoi, Cfp®'s colleagues at Compass include Laura Peduto, Samuel Nguyen, Puja Patel, Jasana Singer, and Kathleen Latto-Wainwright.

How can I contact Sheena Oberoi, Cfp®?

You can use AeroLeads to view verified contact signals for Sheena Oberoi, Cfp® at Compass, including work email, phone, and LinkedIn data when available.

What schools did Sheena Oberoi, Cfp® attend?

Sheena Oberoi, Cfp® holds Bachelors, Finance from University Of Colorado Boulder - Leeds School Of Business.

What skills is Sheena Oberoi, Cfp® known for?

Sheena Oberoi, Cfp® is listed with skills including Series 63, Term Life Insurance, Health Insurance, Series 7, Variable, Wealth Management, Leadership, and Series 24.

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