Starting May 28th, through September 3rd, the Next Generation office will close at 3:30pm ET on Fridays.

Trusha Shah, SDIP

Transaction Processor

Trusha’s prior experience in banking required processing large volumes of financial transactions—experience that’s proving to be extremely valuable in her role as transaction processor at Next Generation. Here, she is responsible for cross-check for accuracy of data and information and ensure that sufficient details are provided for the processing outgoing transactions on a daily basis; in this role, she ensures all funds are correctly documented and executed to client investments in an efficient manner. Trusha is also accustomed to maintain customer records in a secure manner. She also reviews Clients’ investment documentation for compliance with IRS. Trusha has B.S in Food and Nutrition from M S University, India. When she is not working enjoys reading, cooking, painting, travelling with family etc.