I'm Sucharita Laskar, the Client Success Associate at Crescent Capital Planning. I'm the person behind the scenes making sure everything runs smoothly — from onboarding and paperwork to account coordination and follow-up. If you call or email, there's a good chance I'm the one picking up.
I came to financial services from a nontraditional path. I hold an MBA in Finance and spent the earlier part of my career in account management and marketing at technology firms before joining Deloitte, where I worked on branding and client strategy for companies including Apple and Google. That experience taught me how to keep complex, multi-stakeholder work organized and moving — which turns out to be exactly what this role demands.
Whether it's coordinating a transfer, tracking down a document, or making sure your question gets answered quickly, my job is to make your experience here feel easy, organized, and personal.
Outside of work, I enjoy creative writing, tending to my patio garden, experimenting in the kitchen, and spending time with family and friends.