Karishma Parikh

Borrower Success Manager at Summer

Karishma Parikh is the Borrower Success Manager at Summer. Karishma has over four years of experience in financial coaching and training. Prior to joining Summer, Karishma was a Level 2 Trainer at Financial Gym, where they managed $12,000 of revenue with 139 clients within 6 months of hire. Karishma has also developed over 300 unique financial plans for clients over their tenure at the company. In addition, Karishma led a two week boot camp with the training team for 15 new hires in New York and LA. Karishma has also created training materials for new hires to aid them in effective communication and time management skills. Furthermore, Karishma piloted and developed content for the first company volunteer program geared towards educating youth on financial literacy. Karishma has also presented signature presentations on financial health and investing at in house events and facilitated small group discussions with clients, tackling topics like budgeting/overspending, goal setting and building strong money habits.

Karishma Parikh graduated from Smith College with a Bachelor's Degree in Economics. Karishma then went on to earn their Master's Degree in Economics from New York University.

Karishma Parikh reports to Katie Rosman, Senior Borrower Success Manager. They are on a team with Beca Jean-Soto - Borrower Success Associate, Ann Keating - Borrower Success Associate, and David Gusaas - Borrower Success Associate.

Timeline

  • Borrower Success Manager

    Current role

  • Borrower Success Associate

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