Sharon Gupta

Sharon Gupta has extensive experience in marketing and client services roles within the financial industry. Sharon most recently worked as the Director of Marketing at Pathstone since October 2019. Prior to that, they were the Vice President of Marketing and Experience at Dynasty Financial Partners from August 2017 to October 2018. Sharon also worked as a Marketing Consultant at McEvoy Marketing from September 2015 to December 2017, where they specialized in creating solutions for financial institutions. Sharon has also held various marketing and sales positions at Fortigent, LLC from 2003 to 2015, including Director of Marketing & Sales and Associate Director of Business Development. Sharon began their career in the financial industry as a Senior Client Service Associate at Lydian Wealth Management. Prior to their financial industry roles, Sharon worked as the Managing Director and Lead Teacher at Huckleberry Cheesecake Child Development Center.

Sharon Gupta obtained a Bachelor of Arts degree in Social Work from The Catholic University of America, from the years 1987 to 1991. No additional certifications or information about the institution where the Series 65 certification was obtained are provided.