Sundeep Surajbansi
Director of Client Services and Technology Operations



Associate in Applied Science Degree, Business Software Applications, Heald College, Schools of Business and Technology.


Business Activities:

Sundeep develops and maintains overall processes and workflows to maximize operational efficiency in addition to overseeing the client service area of the firm. 
She is also responsible for managing the direction of the firm’s technology infrastructure and implementing new technologies.  

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Oakland City Center Plaza

555 12th Street, Suite 925

Oakland, CA 94607