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Aparna Kerwin

Client Service Associate

Overview

At W3, I work behind the scenes to support our financial advisors and strive to provide exceptional service to our clients. I maintain frequent communication with our advisors, operating partners, clients, and custodians for client accounts while making sure that we comply with all industry rules, regulations, and firm policies.

I have a diverse background in finance and global business experience. I enjoy traveling and exploring different cultures. I have had the opportunity to live in London, NYC, Mumbai, Washington DC Metro Area, and Connecticut. I enjoy fashion and interior design and have won awards for my designs in the Fashion Industry that were also featured on the BBC Network. Having managed my clients’ entrusted retirement funds at a Fortune 100 global wealth management firm, I respect and understand the value of your money.

ACCREDITATIONS & EDUCATION

  • Diploma in Merchandise and Business Communications. London College of Fashion. London, England.
  • Associate in Fashion Design. Fashion Institute of Technology. New York, N.Y. USA.
  • Bachelor’s degree in applied science. S.N.D.T University- Bombay, India.
  • 300-Hour Yoga Teacher Certification. Sri Sri Yoga. Art of Living Foundation.
  • Volunteer Training for Art of Living Global Foundation.
  • Real Estate License. Virginia, USA

HOBBIES & PERSONAL LIFE

Yoga

Meditation

Reading books related to spirituality.

Traveling and enjoying cuisines from different cultures.

Aparna Kerwin W3 Financial Group

703.596.4511

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