Karan Desai

Karan Desai is a finance professional with extensive experience in client services, currently serving as a Client Services Associate at Edelman Financial Engines since February 2022. Prior to this role, Karan held positions at Westwood Holdings Group, Inc. and Charles Schwab, where responsibilities included managing client relationships, providing advice on retirement accounts, and resolving client inquiries. Karan's early experience includes working as an Assistant Manager at Regal Entertainment Group and an internship at Hilcorp, focusing on data analysis and reporting. Karan holds a Bachelor's degree in Finance from the University of Houston-Downtown and has furthered education at Rice University.