Pratik Jhaveri

Pratik Jhaveri is a seasoned financial professional with extensive experience in financial planning and analysis. Currently serving as a Senior Financial Planning Specialist at Stifel Financial Corp. since June 2017, Pratik has previously held the role of Financial Advisor at Morgan Stanley from July 2016 to June 2017, where a strong emphasis was placed on understanding clients' personal goals. Prior experience includes serving as General Manager at Gerry's Auto Sales and Services from January 2014 to June 2016, and as a Technology Analyst at Infosys from December 2005 to December 2013, where engagement with clients facilitated project management for customized software development. Educational credentials include an Executive MBA from Washington University in St. Louis (2014-2015) and a Bachelor's Degree in Electronics and Telecommunications Engineering from the University of Mumbai (2001-2005).