Mahesh Desai, CPA, CFA, and CFP, is a seasoned financial professional with extensive experience in financial advisory and services. Currently serving as a CPA and Financial Advisor at Osaic since March 2014, Mahesh holds a previous role as a Senior Financial Services Executive at MetLife from March 1993 to February 2013. Early career experiences include positions as Controller at hOS Inc and Financial Controller at Indian Oil Corporation, where responsibilities included coordination with banking, financial, and regulatory officials. Mahesh began professional career as an Auditor at a public accounting firm while pursuing CPA certification in the USA. Educational qualifications include a CPA designation obtained in 1993, an FCA from The Institute of Chartered Accountants of India, and a Master’s degree in Accountancy & Auditing from The Maharaja Sayajirao University of Baroda.
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