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Muni Bhambri, MBA, CRPC®️, is an accomplished financial services professional with extensive experience in client relations and management. Currently serving as Lead Manager Client Relations at Equitable since March 2019, Muni oversees operations related to life insurance and retirement services. Prior to this role, Muni worked at TIAA as Lead Life and Annuities Coach and held positions as a Financial Advisor at UBS and Mortgage Specialist and Banking Center Manager at Bank of America. Muni holds an MBA in Finance from Strayer University-Maryland and a Bachelor’s Degree in Marketing from Georgia State University - J. Mack Robinson College of Business.