Pranay Mohan

Trading Coordinator

Pranay Mohan joined Summit in June of 2024. As a Trading Coordinator, he is responsible for executing trades and supporting advisors in managing their clients’ portfolios. His decision to join Summit stemmed from his desire to work directly with portfolios and investments, with a focus on expanding his investment knowledge.

Pranay graduated from the University of Oregon in 2023 and began his career as a consultant in the tech industry in Mountain View. He later transitioned to the financial services industry, working at a nationwide financial service firm. There, he honed his skills in portfolio management, driven by his long-standing passion for finance, which originated from his high school ambition to join the FBI’s White-Collar Crime Division.

Outside of the office, Pranay enjoys traveling and spending time with friends and family. With roots in India and Fiji, he frequently visits relatives in both countries. He grew up immersed in martial arts and baseball, making his mark as a freshman pitcher on the varsity team in high school. Nowadays, he cherishes quality time with his dad on the golf course, blending his competitive spirit with family bonding.

Our Team

Pranay Mohan

Trading Coordinator