Tarun Poonacha

Tarun Poonacha is an experienced financial professional currently serving as a Client Service Manager at Annex Wealth Management since June 2023, where responsibilities include assisting clients with onboarding processes and coordinating meetings with Financial Advisors. Previously, Tarun held positions at Fiserv as a Client Sales Support Representative, Thomas White International as a Senior Portfolio Administrator managing $400MM in international portfolios, and Religare as a Branch Manager overseeing 3,000 employees in equity and commodities trading. Additional experience includes roles as an Executive at Viteos Capital Market Services Limited and as an Assistant Vice President at Indiabulls Ventures Limited, where Tarun significantly improved revenue flows. Tarun holds a Master’s Degree in Finance and Human Resources from St Joseph's Institute of Management and a Bachelor's Degree in Physics from St Josephs College Arts Science.