Voluntarias Savvy Ladies
Biografía del voluntario
Sreeni Pendyala is a Raleigh, NC-based technology professional with a bachelor’s degree in engineering and more than 25 years of experience as an IT software and management consultant. Throughout his career, he has worked with state, federal, and local government agencies across the United States and Canada, with extensive experience in insurance, workers’ compensation, appeals, and health and human services—including SNAP, Medicaid, Medicare, and programs supporting children, youth, and women.
Beyond his professional career in technology and consulting, Sreeni has maintained a lifelong passion for personal finance and investment education. He has shared his knowledge informally with friends, family, investment clubs, and community groups, helping others better understand practical financial topics such as life insurance, home ownership and building equity, mortgages, rental and real estate income, retirement planning, and education savings.
Sreeni has passed the Series 65 examination and is pursuing formal registration as an Investment Adviser Representative in North Carolina. He is particularly interested in making financial concepts easier to understand and helping individuals feel more informed and confident when making important financial decisions.
Sreeni lives in Raleigh with his wife and two daughters. Outside of work and financial education, he enjoys playing badminton regularly.
He is excited to bring his analytical, problem-solving, and consulting experience—along with his passion for financial literacy—to the Savvy Ladies community and its mission of helping women build financial knowledge, confidence, and independence.
Areas of interest for helpline support include:
• Budgeting and financial organization
• Retirement planning
• Home buying and mortgages
• Rental and real estate income
• Insurance basics
• Education savings planning
Áreas de especialización (especificadas por el voluntario)
Family Finances;Investing;Wealth Management
