founder managing director at redwood financial strategists@ Redwood Financial Strategists
Bengaluru, Karnataka, India
Preeti Lodaya
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FlashIntel GPTPreeti Lodaya is a highly experienced professional with 11.5 years of work experience in investments, retirement planning, and financial planning. Based in India, she is the Founder and Managing Director of Redwood Financial Strategists. Preeti has a strong background in equities, valuation, and strategic financial planning. With expertise in alternative investments and portfolio management, she excels in business strategy and portfolio management. Preeti is known for her leadership skills and strategic planning abilities.
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About
Founder / Managing Director at Redwood Financial Strategists
Work Experience
founder managing director at redwood financial strategists
Financial Services
Preeti Lodaya's Professional Milestones
- founder managing director at redwood financial strategists (2012-05-01~): Built a successful investment firm, driving growth and success to new heights.
Education
Finance
2009-2011Skill
Investments
Retirement Planning
Financial Planning
Equities
Valuation
Strategic Financial Planning
Alternative Investments
Management
Business Strategy
Finance
Portfolio Management
Wealth Management
Business Analysis
Team Management
Business Development
Leadership
Strategic Planning
Strategy
Certification
Other Named Preeti Lodaya
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Preeti Lodaya works for Redwood Financial Strategists
Preeti Lodaya's role in Redwood Financial Strategists is founder managing director at redwood financial strategists
Preeti Lodaya works in the industry of Financial Services
Preeti Lodaya's latest job experience is founder managing director at redwood financial strategists at Redwood Financial Strategists
Preeti Lodaya's latest education in ICFAI Business School
