Adithya Umesh

Senior Manager, Private Market Services at Mercer Advisors

Adithya Umesh is an Associate Financial Advisor at Empirical Wealth Management since September 2023, with a diverse background in financial services and client management. Prior experience includes various roles at Mariner Wealth Advisors from May 2021 to August 2023, where responsibilities included Regional Manager for Client Service and Associate Wealth Advisor. Adithya's career began at The Standard as a Financial Service Representative, effectively handling client inquiries and providing insights to enhance user experience. Additional roles include Administrative Assistant at the University of Oregon's Charles H. Lundquist College of Business, where schedule management for multiple advisors was a key responsibility, and as a College Care Advisor at Apple, achieving a perfect customer satisfaction score. Adithya holds a Bachelor of Arts in Business Administration with a Marketing Concentration from the University of Oregon.

Location

San Francisco, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


Mercer Advisors

3 followers

Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships.


Industries

Employees

201-500

Links