Tej Anand

Tej Anand Email and Phone Number

Wealth Advisor and Financial Planner @ Accretive Wealth Management
San Jose, CA, US
Tej Anand's Location
San Jose, California, United States, United States
Tej Anand's Contact Details

Tej Anand personal email

n/a
About Tej Anand

Wealth Manager focused on recession resilient and tax efficient alternative investments. Former Equity Derivatives Trader and Independent Broker with a demonstrated history of working in the financial services industry. Skilled in Market Research, Client Relationship Management, Investment Strategy, and Sales. Strong finance professional with a Bachelor’s Degree focused in Business Management Studies with Finance from Cardiff University / Prifysgol Caerdydd.

Tej Anand's Current Company Details
Accretive Wealth Management

Accretive Wealth Management

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Wealth Advisor and Financial Planner
San Jose, CA, US
Website:
accretivewealth.com
Employees:
8
Tej Anand Work Experience Details
  • Accretive Wealth Management
    Wealth Advisor And Financial Planner
    Accretive Wealth Management
    San Jose, Ca, Us
    View
  • Accretive Wealth Management
    Wealth Advisor
    Accretive Wealth Management Aug 2021 - Present
    California, United States
    View
  • Self-Employed
    Equity Options Trader
    Self-Employed Oct 2019 - Sep 2021
    San Jose, California, United States
  • Oneamerica
    Independent Broker
    Oneamerica May 2017 - Mar 2020
    Fremont, California, United States
    View
  • Cornerstone Financial Partners Llc
    Financial Solutions Provider
    Cornerstone Financial Partners Llc Mar 2016 - Jan 2017
    San Jose
  • Experiential Learning Corporation
    Head Of The Eikon Trading Facility
    Experiential Learning Corporation Sep 2014 - Mar 2015
    Trained Students to work with the Thomson Reuters Eikon software; Held intramural trading competitions which allowed students to get exposed to the research processes necessary for investing in a diversified portfolio
  • Vector Marketing
    Field Sales Manager
    Vector Marketing 2011 - 2012
    Greater Memphis Area
    View

Tej Anand Skills

Event Planning Business Strategy Microsoft Office Leadership Marketing Communications Business Development Marketing Market Research Powerpoint Marketing Strategy Event Management Team Management Customer Service Strategic Planning Creative Entrepreneurship

Tej Anand Education Details

Frequently Asked Questions about Tej Anand

What company does Tej Anand work for?

Tej Anand works for Accretive Wealth Management

What is Tej Anand's role at the current company?

Tej Anand's current role is Wealth Advisor and Financial Planner.

What is Tej Anand's email address?

Tej Anand's email address is te****@****lth.com

What schools did Tej Anand attend?

Tej Anand attended Cardiff University / Prifysgol Caerdydd, Universal Business School, Germantown High School, Little Rock Central High School.

What skills is Tej Anand known for?

Tej Anand has skills like Event Planning, Business Strategy, Microsoft Office, Leadership, Marketing Communications, Business Development, Marketing, Market Research, Powerpoint, Marketing Strategy, Event Management, Team Management.

Who are Tej Anand's colleagues?

Tej Anand's colleagues are Sadaf Mahmood Sattar.

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