Senior Consultant – Financial Advisor Solutions
Niyati is a Senior Consultant in the Financial Advisor Solutions Team at Jacobsen Partners. Her focus is on helping successful Financial Advisors with the purchase and sale of investment and insurance books, as well as the smooth transition to a new dealer for those Advisors seeking career growth or a stronger offering for their clients.
Niyati brings both financial and corporate law experience to her role. Prior to joining Jacobsen Partners, Niyati worked as a Financial Analyst and a Corporate Lawyer with major firms in India.
Niyati holds Bachelor of Economics and LLB degrees from Mumbai University in India. She is also CSC licenced and is a CFA level II candidate.