Swapna Patra

Swapna Patra has a diverse work experience, starting in 2002 as a Director at Toshali USA INC. Swapna then transitioned to roles in the financial industry, working as a Financial Professional at Prudential Insurance Company of Americas from September 2014 to June 2015, and as a Financial Professional at AXA Advisors LLC from September 2015 to July 2016. Swapna later worked as a Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation from October 2017 to September 2018. Swapna then took on the role of Client Services Manager at Barnum Financial Group from February 2019 to March 2022. Currently, they are employed at Symbridge as an Operations Specialist from March 2022 onwards.

Swapna Patra completed their Post Graduate Diploma in Business Management with a specialization in International Business from the Fortune Institute of International Business from 1996 to 1998. Prior to that, they obtained their Bachelor's Degree in Science from Utkal University from 1993 to 1996. In addition to their degrees, Swapna Patra has obtained several certifications, including the Series 7 certification from FINRA (Financial Industry Regulatory Authority) in January 2018 and the Salesforce Certified Administrator (SCA) certification from Salesforce in June 2017. Swapna Patra also holds certifications for Series 6, Series 63, and Series 65 from FINRA, although the specific dates of when they obtained these certifications are not provided.