Pooja Gupta

Communications and Marketing Manager

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:

Every client relationship starts with a conversation. Tell us a little about yourself and what you need, and we’ll set aside time to talk.