Senior Executive Vice-President
Satish Survanshi, CIC Wealth Senior Executive Vice-President, helps businesses and individuals create and institute complete investment plans and retirement programs. Satish previously worked as Morgan Stanley Smith Barney Vice-President in Washington, D.C., before joining CIC in 2010 as a Registered Representative of Commonwealth Financial Network. Satish has a CFP® (CERTIFIED FINANCIAL PLANNERTM) certification and studies Advanced Retirement Planning.
Before working with Morgan Stanley, Satish worked at Booz, Allen & Hamilton as a Senior Associate, directing the financial, technical and regulatory issues of industry and government efforts. Satish earned a M.S. in Mechanical Engineering from MIT (Massachusetts Institute of Technology). In addition, he has taken courses at the Sloan School of Management in finance and completed a degree at Pune University.
Satish enjoys his two children and grandchildren. An active community member, Satish is a member of the MIT Alumni Association in Washington, D.C., the National Association of Americans of Asian Indian Descent (NAAAID), the India Cultural Coordination Committee, and Marathi Kala Mandal. He speaks regularly on investment and financial topics. He enjoys skiing, golf, tennis, and hiking.