SANJANA SUDHIR

As a Senior Analyst within LPL’s OCIO Services, Sanjana is responsible for supporting the Chief Investment Officer. Sanjana’s technical knowledge positions her as a skilled specialist in the implementation of investment management processes for [Firm Name]. 

Previously, Sanjana was a member of the LPL Research Risk Management Committee (RMC) where she provided portfolio risk management analysis and produced reports that provided analytical insights to the Model Portfolio Committees (MPCs) for LPL’s home-office investment models. Before joining the Research team, Sanjana supported advisors as an Admin Solutions Consultant within LPL’s Strategic Wealth model. Prior to her time at LPL, she worked as a staff accountant.

Sanjana earned an MS Finance from University at Buffalo, The State University of New York and a BA Economics from University at Buffalo, the State University of New York.