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Sujatha Theddu , MBA

Senior Associate

Austin

Client Advisory

Biography

Sujatha Theddu is a Senior Implementation Analyst, Team Lead in the Austin office. She is a member of the Implementation team, providing end-to-end support for client account set up and on-going account maintenance. As the Implementation team lead, she ensures all the work is distributed appropriately among the team and completed smoothly on time.

Prior to joining Cerity Partners, Sujatha worked as a Senior Client Service Associate at Morgan Stanley, Supporting Advisors and clients by ensuring all the paperwork, account updates, and money-movement requests were completed accurately and efficiently.

In her spare time, Sujatha enjoys cooking, traveling, and watching Movies.

Learn more about my practice.

Education

  • Master of Business Administration (MBA)
  • Bachelor of Commerce in Computer Applications (B.Com)

Highlights

  • Series 65

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.