Monica Gupta
- Investment Administrator, Perkins Coie Trust Company
Monica Gupta is an Investment Administrator at Perkins Coie Trust Company.
She supports the investment team in all aspects of investment management including trade execution, investment research and analysis, performance measurement, investment compliance, and client reporting.
Monica has over a decade 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