Monica Gupta
- Investment Administrator, Perkins Coie Trust Company
- Seattle
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Monica supports the investment team in all aspects of investment management including trade execution, investment research and analysis, performance measurement, investment compliance, and client reporting.
She has over 10 years of client service and operations experience.
Prior to joining Perkins Coie Trust Company, Monica worked as a Client Relations Manager at Vestory LLC providing support of the highest quality to clients and financial advisors. Her other previous client service experience comes from a Commodity Trading Advisor and a Financial PR firm.
Areas of focus
Services
Education & Credentials
Education
- Pacific Lutheran University, M.S., Finance
- University of Mumbai, MCom
- University of Mumbai, BCom