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Roshni has 10 years of experience working in wealth management and is part of Cambridge Trust Wealth Management's Financial Planning Group. She is dedicated to helping clients achieve their financial goals through tailored advice and strategic planning. Roshni joined Eastern Bank in 2021 and has focused on enhancing clients’ financial strategies. Before joining Eastern Bank, Roshni was a financial planning analyst at MassMutual where she provided comprehensive financial planning services to hundreds of clients nationwide. Her commitment to delivering personalized financial solutions has been a cornerstone of her career, enabling her to build lasting relationships and foster financial well-being for clients.
 
Roshni is currently pursuing her CERTIFIED FINANCIAL PLANNER™ designation and earned her BSBA in Finance and Business Economics at Suffolk University in Boston. Roshni loves to spend time with her dog, Jaxson, and is a board member for Shelter to Sofa of Rhode Island.