Sriram Iyer, Cpa
About Sriram Iyer, Cpa
Sriram Iyer is a Director of Institutional Advisory Services at The Colony Group in New York. He has a background in accounting and finance, with previous experience at Allen & Company, Smith Barney, and Sobel & Co. LLC.
Current Role at The Colony Group
Sriram Iyer serves as the Director of Institutional Advisory Services at The Colony Group. He has held this position since 2021, contributing to the firm's advisory services in New York, New York. His role involves overseeing institutional client relationships and providing strategic financial guidance.
Previous Experience at Allen & Company
Prior to his current position, Sriram Iyer worked as a Senior Accountant at Allen & Company from 2010 to 2012. During his two years there, he was responsible for financial reporting and analysis, enhancing the firm's accounting practices.
Experience at Sobel & Co. LLC
Sriram Iyer was employed at Sobel & Co. LLC as a Senior from 2006 to 2010. Over the course of four years, he developed expertise in auditing and tax services, contributing to the firm's client service and operational efficiency.
Early Career at Smith Barney
Sriram Iyer began his career at Smith Barney, where he worked as an Assistant from 2005 to 2006. His role involved supporting financial advisors and assisting with client management tasks during his one-year tenure.
Educational Background at Rutgers University
Sriram Iyer earned a Bachelor’s Degree in Accounting and Finance from Rutgers University - Newark. He attended the university from 2002 to 2006, laying the foundation for his career in finance and accounting.