Pooja Gupta

Communications & Operations Associate

Responsibilities:

• Develop communication material including but not limited to Quarterly newsletters, monthly commentaries, charts, marketing brochures etc.

• Update and maintain Tanglewood website

• Assist with the daily Client Servicing responsibilities for the Tanglewood’s investment advisory accounts

 Professional Experience:

• Joined Tanglewood Total Wealth Management in August 2008 and then again in January 2019 after a 5 year sabbatical

 Education:

• Bachelors of Commerce Degree from India