International Wealth Manager
View Sandeep Brion’s profile
Sandeep serves as an International Wealth Manager, working with her clients to develop and implement customized financial plans with an emphasis on cross border considerations including U.S. and international investments, tax planning, retirement and estate planning.
Prior to joining Creative Planning, she worked for an independent investment advisory firm as a Portfolio Manager and equity analyst with an emphasis on risk management.
Sandeep earned her MBA (Applied Securities Analysis Program) from University Of Wisconsin, Madison and has an engineering degree from the University Of Pune, India.
Sandeep has lived in Bahrain and India. Sandeep and her husband, Darren, have two kids and a puppy (Herbie). Sandeep enjoys traveling, sports, reading, hiking and nature.
Return to the Thun team page.