Senior Relationship Manager
Gunit has been in the financial industry for over 20 years, series 66 licensed. She has her undergrad from UCLA in Economics, graduating with Honors. She then earned her MBA from UCLA Anderson School of Management, graduating with Scholar status for her success in thesis program. Since graduating Anderson, she mentors MBAs and has been asked to serve as panelist on final presentations for thesis program with international consultants, and awarded the John Wooden Pyramid of Success.
During the course of her career, she’s assisted with marketing, client reviews, events, and works closely with high net worth clients. She’s received Service in Excellence award from UBS Financial Services for her work with clients, and coached new hires at Merrill Lynch and UBS.
Gunit wants to dive in and be involved in whatever she’s doing – there’s no sideline sitting allowed. At Avitas, that means providing clients with an authentic, memorable white glove experience that builds trust and strong relationships.
E-Mail: gunit@avitaswealth.com
Phone: 424-371-9012