Current: • CPA & Financial Advisor - Osaic Wealth Inc. • Mahesh Desai, Certified Public Accountant (1993 – Current) CPA Practice - Tax, Finance, Risk, Investment & Wealth Management Previously: • Senior Financial Services Executive at MetLife (1993-2013) o Agency Director – Risk, ...more

Current: • CPA & Financial Advisor - Osaic Wealth Inc. • Mahesh Desai, Certified Public Accountant (1993 – Current) CPA Practice - Tax, Finance, Risk, Investment & Wealth Management Previously: • Senior Financial Services Executive at MetLife (1993-2013) o Agency Director – Risk, Investment, Operations and Sales Management and Compliance o Individual and Institutional Business Development o Financial management, financial reporting, treasury, risk management, tax and government reporting • Accountant & Financial Controller, Audit of banking and insurance clients o Tax consultant and Auditor of Public and Private Corporations Education: o Chartered Financial Analyst (CFA) – CFA Institute o Certified Public Accountant (CPA) – AICPA o Chartered Accountant – Institute of Chartered Accountants –India o Master’s in Accountancy, Audit & Commerce – Professional and Community Affiliations: o Past President and Board Member of CFA Society of Houston o CFA Institute - Various Volunteer Activities o Indo-American Chamber of Commerce of Greater Houston o City of Bellaire community activities Office: 713-782-0095 md@mdcpacfa.com Cell phone 281-236-8444 For full disclousres please see my website at www.mdcpacfa.comless