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.

Education

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

Highlights

  • Series 65

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