Madison Des Raj Taneja

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 05/2021
  University Of Colorado
  Boulder, CO
• 07/2020 → 03/2021
  Kelvin Thermal Inc.
  Lafeyette, CO
• 10/2020 → 04/2021
  Plug And Play
  Sunnyvale, CA
• 06/2020 → 08/2020
  Saoradh Enterprise Partners
  Boulder, CO
• 06/2017 → 08/2019
  Riverbend Golf And Country Club
  Great Falls, VA
• 04/2022 → 03/2023
  Balasa Dinverno Foltz Llc
  Itasca, IL
• 03/2021 → 04/2022
  Mercer Global Advisors Inc.
  Schaumburg, IL
• 12/2022 → Present
  Corient
  New York, NY
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 09/2013 → 06/2017
  Langley High School
  Mclean, VA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Other Businesses

Name of Business: 3rd Decade Investment-related: Yes Address: 4729 E Sunrise Dr. #331, Tucson, AZ, 85718 Nature of Business: Providing access to professional mentoring and financial education for young adults. Position: Mentor Start date: 08/01/2023 Hours/Month: Less than 1 Hours/Month During Security Trading Hours: None Duties: Provide mentorship to help participants manage a personal financial plan (spending, saving, and investing plan).

Designations

• Certified Financial Planner