Dita Basuthakur

Wealth management and financial services professional with experience supporting financial advisors and servicing high-net-worth clients across investment, retirement, brokerage, and financial planning operations.

Background includes client onboarding, complex money movement, account maintenance, investment research, trust and estate administration, and regulatory procedures. Complementary experience in capital project management, executive consulting, and business development.

Social Media Marketing Strategist & Consultant at FashionNova & Private Consultancy Services (2017-10 – Present)

• Built and managed a combined Instagram audience of 440K+ followers, developing digital presence and audience engagement.
• Provided marketing strategy and consulting to individuals and businesses, including Sotheby's International Realty, Bala Better Health Med Spa, Capital One Arena, MGM National Harbor, and B12 Store.
• Led content strategy, creative direction, campaign development, brand partnerships, and sponsorship collaborations aligned with client objectives.
• Analyzed campaign performance, audience insights, and competitive positioning to refine strategy, strengthen visibility, and improve campaign effectiveness.

Senior Project Engineer / Junior Project Manager, Construction & Design at MGM Resorts (2017-06 – 2023-03)

• Managed capital improvement and executive-directed projects, overseeing 35 design and construction projects year-to-date from planning through closeout.
• Contributed to capital budget oversight and financial planning for a $1.4 billion property development and buildout.
• Prepared project proposals, capital expenditure analyses, feasibility assessments, cost evaluations, and budget materials for weekly reviews with senior corporate executives.
• Coordinated executives, contractors, architects, engineers, vendors, and government permitting personnel; managed RFPs, bid evaluations, scopes of work, negotiations, and schedules.
• Monitored project budgets, resources, quality, technical documentation, regulatory requirements, site progress, and issue resolution to support delivery against approved scope and timelines.

Cybersecurity Program at Georgetown University (2021-09 – 2023-04)

• Completed practical projects in cybersecurity operations, threat detection, security event analysis, and incident response.
• Worked with security logs and network activity; gained practical exposure to SIEM, IDS/IPS, endpoint protection, vulnerability assessment, and security frameworks.

Product Specialist / Developer at Mercedes-Benz (2017-01 – 2017-06)

• Generated more than $400,000 in monthly sales and developed client relationships, prospecting processes, and localized marketing initiatives.
• Advised clients on product specifications, market information, financing, and transactions; prepared revenue reports and sales forecasts for corporate headquarters.

Associate Wealth Advisor at Coliseum Wealth Management (2016-04 – 2016-12)

• Supported advisors with client relationship management, financial planning administration, and preparation for quarterly reviews and investment meetings.
• Used financial planning software to model client goals, evaluate assumptions, and prepare financial projections and investment scenarios.
• Maintained client profiles, account information, planning data, and supporting records; assisted with customized financial plans and investment strategies.
• Collected market data and supported investment research, portfolio reviews, client service requests, and follow-up on outstanding meeting action items.

Associate Wealth Advisor at Baker Shilling Smith Wealth Advisory (Contract) (2015-11 – 2016-04)

• Supported financial planning and advisor operations, including investment, insurance, tax, and long-term financial planning considerations.
• Used NaviPlan to conduct Monte Carlo simulations and model projected outcomes for retirement and investment goals.
• Processed or coordinated payroll, retirement contributions, distributions, journal entries, and cashiering; maintained CRM records and client documentation.
• Prepared financial reports, budgets, performance schedules, market research, and presentation materials for advisor and business development needs.

Client Service Coordinator at The Vanguard Group (2014-11 – 2015-07)

• Serviced high-net-worth individual clients, corporate retirement plan sponsors, and plan participants, supporting client relationships and account needs.
• Processed daily transactions including trades, redemptions, retirement contributions, distributions, and banking authorizations.
• Handled account servicing requests and client inquiries; researched and coordinated resolution of account and transaction issues with internal teams.
• Provided information on Vanguard funds, ETFs, individual securities, financial markets, and relevant tax, legal, and regulatory considerations within established service guidelines.

Client Associate at Ameriprise Financial (2013-06 – 2014-10)

• Supported new business processing and client onboarding, coordinating account establishment, documentation, and investment requirements.
• Processed money movement and retirement transactions, including systematic withdrawals, wires, bank authorizations, account transfers, separation-from-service distributions, and RMDs.
• Processed investment products and alternative investments, including annuities, BDCs, REITs, and other offerings, in accordance with firm procedures and applicable regulatory requirements.
• Administered accounts involving 529 plans, UTMA/UGMA accounts, TIAA-CREF, long-term care, and life insurance; coordinated underwriting documentation with insurance carriers.
• Supported trust and estate administration, including revocable and irrevocable trusts, estate settlements, powers of attorney, beneficiary updates, and fiduciary or executor account changes.
• Used Morningstar research to support fund analysis and portfolio work; calculated wrap fees and processed monetary transactions with cash values up to $800,000.
• Liaised with advisors, clients, mutual fund wholesalers, investment representatives, and other parties; assisted with arbitration, class-action matters, and advisor succession initiatives.

Bachelor of Business Administration in International Business Administration, Finance, Engineering – Temple University, Fox School of Business

Cybersecurity Program – Georgetown University (2021-09 – 2023-04)