VP, Client Relations
Christina is a Vice President with PareShah Partners. Christina works with the Managing Principal solving client issues, developing financial and estate planning presentations and managing projects. Christina previously worked at another boutique advisory firm where she concentrated on wealth management focusing on ultra-high net worth clients developing estate, asset, charitable and legal management strategies as well as managing family governance issues. Along with these strategies she also incorporated insurance strategies, including premium financing options.
Before entering the financial boutique world, Christina spent 15 years on Wall Street working at Merrill Lynch/Bank of America in Investment Banking and Capital Markets. Projects included working with a consulting team to re-engineer the Investment Banking division after conducting a very in-depth analysis of the Investment Banking departments and operations support of the top 5 Banking houses, building a companywide system that linked clients across departments to provide better client focused strategies within Capital Markets, redesigning the reporting function within Capital Markets and managing the budget and forecasting cycles. Christina started her career in Paine Webber/UBS as a financial analyst and within less than two years was Chief of Staff to the Controller. This enabled her to work with many departments throughout the firm and review the financials of the firm on a monthly basis.
Christina received her MBA in Finance and BS in Marketing from St. John’s University in New York. She has her Life, Accident and Health insurance license and is a licensed Notary Public in Nassau County, NY.