PlanMember
Rama Subramanian is a Financial Services Representative at PlanMember Financial Corporation since July 2022, where responsibilities include supporting financial advisors and managing client interactions related to securities handling and allocation. Prior to this role, Rama worked as a Business Analytics Intern at Rezilyens LLC from December 2021 to February 2022, focusing on the preparation of Business Intelligence Dashboards to aid financial decision-making for the Chief Information Officer. Rama holds a Bachelor of Science degree in Economics from Cal Poly Orfalea College of Business, completed in June 2022.
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PlanMember
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA.