Geeta Vedanti Email & Phone Number | Geeta has been in the financial industry since 2007 and holds the Series 7 & 63 registration with Charles Schwab. She has gained an extensive background in senior Service Professional in client service throughout her career. She is goal oriented, results driven person, team player, motivational leader, reliable, and has strong work ethics, outstanding adaptability, unrivaled attention to detail. Smile, positive personality, and passion for helping others are her greatest strengths. She is able to built lasting relationships because of her trustworthiness and interpersonal skills. Her objective is to take challenging role for understanding and to address client as well as business needs, to create simple and personalized experiences that build advocates, actively pursue opportunities to create a “Better” client experience.

Geeta Vedanti

Geeta has been in the financial industry since 2007 and holds the Series 7 & 63 registration with Ch...
San Diego, California, United States

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Geeta Vedanti’s Location San Diego, California, United States

Geeta Vedanti’s Current Industry Charles Schwab

Geeta Vedanti’s Prior Industry Td Ameritrade Institutional | Td Ameritrade

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Sr. Service Professional

2023-09-01 00:00:00 - Present

Manager, SRM

2016-08-01 00:00:00 - 2023-09-01 00:00:00

Financial Services

2006-01-01 00:00:00 - 2016-01-01 00:00:00

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Geeta Vedanti is a Geeta has been in the financial industry since 2007 and holds the Series 7 & 63 registration with Charles Schwab. She has gained an extensive background in senior Service Professional in client service throughout her career. She is goal oriented, results driven person, team player, motivational leader, reliable, and has strong work ethics, outstanding adaptability, unrivaled attention to detail. Smile, positive personality, and passion for helping others are her greatest strengths. She is able to built lasting relationships because of her trustworthiness and interpersonal skills. Her objective is to take challenging role for understanding and to address client as well as business needs, to create simple and personalized experiences that build advocates, actively pursue opportunities to create a “Better” client experience.