Charu began her career in the financial services industry as an intern with Morgan Stanley in 2003, while she was a student at Penn State University. Since moving to Dallas in 2005, she spent six years with Morgan Stanley and then another eight years at Robert W. Baird & Co. Charu earned her Bachelor of Business Administration degree, majoring in marketing and management from Penn State. She has passed the Series 7 and 66 securities exams, and holds the Group I life and health insurance license.
In September 2020, Charu joined RBC Wealth Management as a senior registered client associate. In November 2020, she was offered the role of branch service manager. This allows her to assist in all aspects of the wealth planning and management process.
Charu believes the client experience should involve a differentiated level of service—one that allows her to anticipate client needs and address them proactively. She enjoys building long-lasting, trusting relationships with her clients.
Originally from India, Charu and her parents migrated to the United States in 1990. During her free time, she enjoys traveling, shopping and contemporary Indian music and dance. ©