Yash Talreja

Senior Financial Advisor | Portfolio Advisor Merill Lynch

Biography

An IIT Delhi alumnus, Yash Talreja is a seasoned Senior Financial Advisor with over three decades of experience. Currently serving at Merrill Lynch in the San Francisco Bay Area, he worked as a financial advisor with Morgan Stanley.
He specializes in providing personalized investment portfolio solutions for high-net-worth individuals to achieve their financial goals.
He also serves as a board member for Sukarma Foundation, a volunteer-driven non-profit organization working to improve the lives of rural Indians.

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