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