Yash Pal Talreja

Current Employers

Employment History

• 06/2016 → 03/2020
  Morgan Stanley
  Pleasanton, CA
• 09/2016 → 03/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pleasanton, CA
• 04/2020 → Present
  Bank Of America, N.A.
  Pleasanton, CA

Previous Registrations

• 2016-08-26 → 2020-03-09
  Morgan Stanley
  Pleasanton, CA

Other Businesses

Project EmpowHER Girls; Investment related - No; Charity / Private Foundation; Vice Chairman (proprietor, partner, officer, director, employee, trustee, agent); 02/2018; During business hours: 0; After business hours: 0.5; Member of the finance committee *391003 - Amazon Kindle Direct Publishing ; Investment related - Yes; Seattle, Washington; Publishing; Self published author (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 10; Author a fictional book I*433774 For profit or not for profit: For-Profit Organization Name of outside business organization: Talreja Enterprises, Inc. Investment related: N Address of business: Las Vegas, Nevada 94588 Nature of business: Entity For Profit Position, title, association: Officer Start date of relationship: 10/12/2006 Number of hours devoted: 10 hour Mthly Number of hours devoted during trading hours: 0 Duties: Talreja Enterprises sells collectible products on Amazon Marketplace, marketing and other professional services, eBook royalties and blog authoring. As the Chairman of the board, I advise the CEO who is also my daughter and assist with strategy I*1932312 Entity Type: N/A Name of OBA: East Bay IITians Address: Fremont, California, 94536 Investment Related: No Position, Title, Association: Officer Employee Start Date: 08/01/2024 No Hours: 6 No Hours during trading: 0 Duties: This is pre-approval for an entity that doesn't exist today. This proposed entity will be non-profit 501(c)7 social organization targeting "IITians" (alumni of any of the 23 campuses of the Indian Institute of Technology) who live in East Bay region of SF Bay Area. The members will meet for picnic, potluck, visit museums, vineyards, watch movies, go to comedy performance, play board and card games etc.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-26

Other Names

• Yashpal Talreja