Sana Kalra
Senior Analyst
At Ventura Trust, Sana’s position is Senior Analyst on the Relationship Management Team. She supports our Directors and Relationship Managers with all aspects of client engagements. This includes supporting ESOP transactions and annual valuation updates, coordinating new client opportunities, and assisting with ESOP transaction negotiation, review, and post-transaction compliance processes.
Prior to joining Ventura, Sana worked as a Financial Analyst in the financial services, research, and analytics industry. In this role, she assisted with valuation analysis, forecasting and performance assessment to support decision making
Sana has a Bachelor of Business Administration from Nirma University in India and pursued a Master of Quantitative Finance from the University of California in San Diego.
During her free time, Sana likes to dance, travel, and go on long drives.