New Year, New Members
Telemus is pleased to welcome two new members to our growing team as we continue to help enrich our clients’ lives in 2022 and beyond.
Neena Sandhanwalia, a professional with more than 25 years of experience in the banking industry, joins us as a Client Service Manager. In this role, she supports our clients with their day-to-day administrative and operational needs.
“Throughout her career, Neena has maintained a high standard of client service,” says Kelli Saperstein Anderson, Telemus Director, Operations. “She brings extensive experience managing deep customer relationships and handling a wide-range of client transactions and services.”
Neena came to the U.S. in from India nearly 40 years ago. She has a master’s degree in Agricultural Economics and is passionate about providing excellent service,
“I’m thrilled to join a team that’s made up of caring, passionate people who are always here to help you,” she says. “It’s a very welcoming atmosphere.”
Carly Moore also joins Telemus as a Family Office Accounting Associate. She recently relocated back to Metro Detroit from Chicago where she worked for more than 12 years in a private family office.
“Carly will support the tremendous growth of our Virtual Family CFO division,” said Renee Wolgin Director of Family Office. “Her previous experience will be an asset to our clients as we continue to expand our service offerings.”
Carly is a graduate of Michigan State University with a degree in finance. She and her husband are proud Spartan fans and can often be found cheering on the green and white in East Lansing.
“I love that Telemus offers a full array of solutions for families with complex financial needs,” she says. “The team’s roundtable approach, where everyone is equal, creates a collaborative and supportive work environment.”
Please join us in welcoming Neena and Carly to the team!
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.
Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.
