Shiv brings a wealth of knowledge and dedication to his role at tru Independence. Since joining the team in May 2023, he quickly became an essential member of the Advisor Experience team. With a strong background in finance and business management, including a Bachelor’s degree from Fox School of Business at Temple University, Shiv’s expertise positions him to approach challenges with both strategic insight and practical solutions. A perfect example of this has been his quick development as one of the teams leading experts in truView and onboardings.
Throughout his career, Shiv has been committed to improving processes, creating seamless interactions, and fostering a positive environment for advisors. He continues to work diligently to enhance the way advisors engage with tru through technology and open communication, ensuring that they receive the highest level of service and support possible. His approach is rooted in his belief that effective communication leads to continuous improvement and a focus on building relationships. This framework has become a key to his long-term success. By collaborating closely with team members and advisors, Shiv helps ensure that each advisor’s needs are met with tailored solutions.
“Since working at tru, I have found a group of people that share similar work life balance values. I am someone that could work for 10 + hours without stopping so its good to have a community that knows how balance leads to a better output. My team and our clients work hard but also know the importance of balance.”
If you have spoken to Shiv before then you will know he is a huge sports fan (“GO BIRDS!”), loves spending time with his family, which includes his amazing Dog Tito, a half Pomeranian and half Husky, and traveling anywhere he can go. Shiv is a true advocate for getting out in the world and experiencing as much as possible.
“You learn so much in life by stepping into a new environment, trying the food of a culture or just by talking to someone you have never met before. There are too many great things and places in the world not to try and experience as much as possible.”
Shiv’s commitment, positive attitude, and collaborative spirit make him a joy to be around and a valuable member of the tru family. His dedication to delivering exceptional service and ensuring that advisors’ needs are met is contagious. He continues to inspire his colleagues to excel both professionally and personally while working every day to develop new ways to keep tru growing. Thank you Shiv!