Gayatri Srivastava

Operations Manager

- Over 20 years of Financial Industry and 6 Yrs. Of Branch Administration Management
- Provides oversight to the changing company landscape
- Provides ongoing client support through administrative and marketing activities

Gayatri, has been in the banking and financial services since 1999 and has been working alongside JoAnne Sturgill since 2004. She has previously worked at Bank of America, Merrill Lynch and Wells Fargo Advisors. She is instrumental to our office’s overall operation and management.
She is responsible , diligent and most importantly loves to work with the clients.
She is responsible for overseeing branch’s operations, that includes client’s account maintenance, inquiries, transfers, distributions. She takes care of the clients with extreme skill, knowledge, experience and passion. Gayatri, ensures our office complies and meets all Compliance and Government regulations
Gayatri and her family lives in East Bay. She spends her time with family and friends and her fur baby, traveling and enjoying nature.

Location:
East Silicon Valley Office

(510)574-1995
3900 Newpark Mall Rd., Suite 339
Newark, CA 94560

 

Phone 510-574-1995