It's All About Client Trust

Your Agent & Designated Responsible Licensed Producer (DRLP) - Satish Dharwadkar

EDUCATION:

  • Worcester Polytechnic Institute, Master of Science; Mechanical Engineering
  • MS University, Bachelor of Engineering; Mechanical Engineering

REGISTRATION, LICENSE & DESIGNATION:

  • Accredited Investment Fiduciary®, 4/2017
  • Michigan Life & Health Insurance, 10/2005
  • Investment Adviser Representative, 9/2005
  • Series 7 & 66 Exams, 8/2005

BUSINESS BACKGROUND

  • MangoTree Capital, LLC, President & Portfolio Manager, 2012- Present
  • MangoTree Benefits, LLC, Managing Member, 2015 - Present
  • Merrill Lynch, Portfolio Manager, 2005 - 2012

Office Manager - Therese Dharwadkar

EDUCATION

  • Detroit Mercy College, Bachelor of Arts; Political Science

BUSINESS BACKGROUND

  • MangoTree Capital, LLC, Office Manager, 2012 - Present
  • Healthcare Sales, 1987 - 1997