Shaina Kumar
About Shaina Kumar
Shaina Kumar is a Client Advocate Manager at Core BTS, where she has worked since 2023. She has a diverse background in wealth management and talent acquisition, with previous roles at Merrill Lynch, General Healthcare Resources, and Wells Fargo.
Work at Core BTS
Shaina Kumar has been serving as the Client Advocate Manager at Core BTS since 2023. In this role, she focuses on advocating for client needs and ensuring that services align with client expectations. Her responsibilities include managing client relationships and facilitating communication between clients and the company. This position allows her to leverage her extensive background in wealth management and client services.
Previous Experience in Wealth Management
Prior to her current role, Shaina Kumar worked at Merrill Lynch as a Wealth Management Banker from 2021 to 2022. She also held positions at Wells Fargo Private Bank as a Wealth Management Coordinator from 2018 to 2021 and at Wells Fargo as a Customer Service Representative/Personal Banker from 2014 to 2016. These roles provided her with a solid foundation in financial services and client relations.
Talent Acquisition Specialist Background
Shaina Kumar worked as a Talent Acquisition Specialist at General Healthcare Resources from 2022 to 2023. In this role, she was responsible for recruiting and onboarding talent, which enhanced her skills in relationship management and development. Her experience in talent acquisition complements her client advocacy work, as both roles require strong interpersonal skills.
Educational Background
Shaina Kumar is pursuing a Bachelor of Business Administration at Colorado State University Global, a program she has been enrolled in since 2016. She previously earned an Associate’s Degree in Business Administration and Management from Santa Rosa Junior College, where she studied from 2008 to 2010. Her educational background supports her professional roles in management and client services.
Skills and Interests
Shaina Kumar possesses skills in negotiations, planning, development, relationship management, and talent acquisition. She has a passion for building beneficial relationships and helping team members succeed. In her leisure time, she enjoys spending time with dogs, hiking, and traveling. She also has a strong interest in cooking, viewing it as an area where she continues to learn.