Supreet is a senior consultant with F2 and has nearly a decade of experience in the financial services industry. She has expertise across multiple portfolio management systems and enjoys problem-solving across different technologies to help clients improve their operations. Supreet has led clients through implementations of new tools and also offers day-to-day operational maintenance and support for our clients. Along with her technical skills, Supreet enjoys partnering with clients to solve tricky problems and help clients make the most of the latest technology. Supreet lives in Brooklyn, NY and enjoys spending time outdoors with her dog in her free time.

What would you tell someone just starting out in the industry right now? 

Stay curious! As long as you’re solving problems that you’re genuinely curious about, then I truly think that you can’t go wrong. There’s so much to learn in this ever-evolving industry.

What does the phrase, “Do Good with Tech” mean to you?

To me, this means approaching my projects with integrity and always keeping my clients needs at the forefront.

What do you think WealthTech will allow advisors to do in five years that they can’t do now? 

There’s already been so much progress in data scraping, which is fantastic, but hopefully we can fully eliminate manual data entry!