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RS
United States100k-150k USD
Perceptive accounting professional with extensive financial services knowledge.
Experience
Sr Consultant / Financial Analyst
Northern Trust
Nov 2024 - Mar 2025 (4 months)
Assistant Director
Acuity Knowledge Partners
Jun 2022 - Present (3 years 5 months)
Senior Associate Alternative Funds Finance
PIMCO
Apr 2022 - Present (3 years 7 months)
Senior Fund Accounting Associate
Sixth Street Partners
Oct 2018 - Present (7 years 1 month)
Senior Fund Accountant – Direct Funds
MUFG Capital Analytics
Jul 2015 - Present (10 years 4 months)
Customer service and sales professional with banking expertise.
Experience
Investment Specialist
JPMorgan Chase&Co
Dec 2023 - Present (1 year 11 months)
Title Analyst
JPMorgan Chase&Co
Oct 2020 - Present (5 years 1 month)
Team Lead Apprentice
Strategic finance leader driving growth through analytics, capital strategy, and cross-functional execution.
Experience
Senior Investment Executive
Banner Health
Jan 2018 - Present (7 years 10 months)
NTInvestment Officer
Northern Trust
Jan 2016 - Jan 2018 (2 years)
Senior Financial Advisor
MTInvestment professional passionate about fintech, AI, and product incubation.
Experience
Summer Venture Analyst
Sway Ventures
Apr 2024 - May 2024 (1 month)
Director
Anderson Venture Impact Partners
Jan 2023 - Jan 2024 (1 year)
Strategy Manager
Deloitte
Jan 2021 - Jan 2023 (2 years)
AS
South Africa150k-250k USD
Experienced alternative investment professional.
Experience
Associate Principal
EDGE GROWTH VENTURES
Jan 2018 - Present (7 years 10 months)
MDDedicated Client Service Associate with expertise in financial services.
Experience
Client Service Associate
Ameriprise Financial
Oct 2022 - Present (3 years 1 month)
Banking Customer Service Representative
Comerica Bank
Aug 2021 - Present (4 years 3 months)
Aspiring finance professional with a focus on data analysis.
Experience
Internal Audit Intern
Fulton Bank
Jun 2024 - Present (1 year 5 months)
Project Support Specialist
Mid Penn Bank
Jun 2022 - Present (3 years 5 months)
Mortgage Operations Intern
Accomplished financial services professional with over 7 years of experience.
Experience
Service Consultant
Avant Mutual Group
Feb 2024 - Present (1 year 9 months)
Store Manager
Oz-Max & Hammer-Tech
Sep 2017 - Present (8 years 2 months)
Paraplanner
Strategic senior advisor driving performance, compliance, and organisational improvement.
Experience
Senior Advisor - Reporting
Education New Zealand
Mar 2025 - Present (8 months)
Strategic Adviser
Southend Business Group
Sep 2024 - Mar 2025 (6 months)
MEPrincipal Business Advisor
MBTrusted coach and strategic advisor guiding organizational change processes.
Experience
Founder
PromptHer
Jan 2025 - Present (10 months)
Center for Public Leadership Fellow
Harvard Kennedy School (HKS)
Jan 2024 - Present (1 year 10 months)
Senior Advisor
Value for Women (VfW)
MTI am a corporate banking and wealth advisor skilled in client relationship management.
Experience
Personal Assistant to Executive Director
Marga Landmark Development Co., Ltd
May 2024 - Jul 2024 (2 months)
ULPersonal Wealth Executive
United Overseas Bank Limited
Nov 2022 - Oct 2023 (11 months)
Business Support Junior Associate
Private equity and venture capital leader driving investments and growth in consumer and healthcare.
Experience
Private Equity Vice President
Ananta Capital
Oct 2023 - Present (2 years 1 month)
Founder & CEO
Glamyo Health
Jan 2019 - Jan 2023 (4 years)
Angel Investor
IIM Indore Alumni Angel Fund
Jan 2020 - Jan 2022 (2 years)
AKMBA (Finance) with equity research, valuation and portfolio management expertise.
Experience
ALDeputy Manager
Axis Bank Ltd.
Jul 2024 - Aug 2025 (1 year 1 month)
Equity Analyst Intern
KRG Strategy Consultants Pvt. Ltd.
Apr 2023 - Jun 2023 (2 months)
YL
Jamaica70k-100k USD
I am a highly qualified, experienced financial services professional with CFA & FRM designations
Experience
NBManager Cost Control & Business Performance (Financial Planning Unit)
National Commercial Bank
Feb 2021 - Sep 2023 (2 years 7 months)
IBFinance professional with expertise in investment research and client success.
Experience
Client Relationship Manager
Vijay InvestEdge Pvt. Ltd.
May 2025 - Present (6 months)
Finance Research Intern
SageOne Investment Managers LLP
May 2024 - Present (1 year 6 months)
AKAspiring venture capital professional with a focus on entrepreneurship.
Experience
FPAuthor
Founders’ Psyche
Aug 2024 - Present (1 year 3 months)
INResearch Assistant
INSEAD
Apr 2023 - Present (2 years 7 months)
GV
MSDedicated insurance and finance professional with extensive experience.
Experience
Insurance Agent
Life Insurance Corporation of India
Apr 2019 - Present (6 years 7 months)
Insurance Agent
Life Insurance Corporation of India
Apr 2019 - Present (6 years 7 months)
DVExperienced private banker with a strong background in financial services.
Experience
Private Banker
TD Private Wealth Management
Private Banker
TD Private Wealth Management
Senior Manager, Personal Financial Services
TDCanada Trust
Mar 2024 - Jun 2025 (1 year 3 months)
Financial analyst with expertise in superannuation and retirement planning.
Experience
ATSuperannuation Statement
Australian Retirement Trust
Jul 2023 - Jun 2024 (11 months)
Results-oriented finance professional
Experience
International Trade & Finance Consultant
Legacy Infinite Universe Resources Sdn Bhd
Project Finance Consultant
Rubin Management Services Company
Jan 2015 - Feb 2020 (5 years 1 month)
Business and Financial Advisory Consultant
Convergys Philippines
Feb 2017 - Present (8 years 9 months)
Outbound Sales Representative
Acquire Asia Pacific
Nov 2014 - Present (11 years)
Customer Service Representative
Hinduja Global Solutions
Jun 2014 - Present (11 years 5 months)
Bank of America - Merrill Edge
Jan 2015 - Jan 2016 (1 year)
General Manager
Confidential
Jan 2006 - Jan 2014 (8 years)
Growth Architect
BCG Digital Ventures
May 2019 - Jan 2021 (1 year 8 months)
Management Consultant
Accenture
Oct 2016 - Jan 2018 (1 year 3 months)
Head of Operations
CLICK2SURE
Jan 2018 - Apr 2018 (3 months)
Research and Investment Analyst
INVENFIN VENTURE CAPITAL
Jan 2012 - Jan 2017 (5 years)
Business Development and Accelerator Manager
QUIRK LABS
Jul 2011 - Jan 2012 (6 months)
Sales and Account Manager
BRANDSEYE
Jul 2010 - Jul 2011 (1 year)
Tax Firm Administrative Assistant
E&M Tax Service
Oct 2019 - Present (6 years 1 month)
Fulton Bank
Jun 2021 - Present (4 years 5 months)
Financial Advisor Intern
Ambassador Advisors
Sep 2020 - Present (5 years 2 months)
Stanford Brown
Nov 2016 - Present (9 years)
Client Relationship Manager
Ipac Securities Limited
Aug 2015 - Present (10 years 3 months)
Client Services Officer
State Super Financial Services
Jul 2014 - Present (11 years 4 months)
Ministry of Business, Innovation and Employment
Oct 2023 - Aug 2024 (10 months)
MEPrincipal Advisor, Business Services
Ministry of Business, Innovation and Employment
Apr 2021 - Oct 2023 (2 years 6 months)
Principal Advisor, Business Advisory
Ministry of Business, Innovation and Employment
Sep 2018 - Apr 2021 (2 years 7 months)
Jan 2022 - Dec 2023 (1 year 11 months)
Chief Strategy Officer
Marshall Plan for Moms (MPM)
Jan 2021 - Dec 2022 (1 year 11 months)
Center for International Development Fellow
Harvard Kennedy School (HKS)
Jan 2023 - Present (2 years 10 months)
Yoma Bank Limited
Feb 2018 - Oct 2022 (4 years 8 months)
Co-Founder
Alkemi Venture Partners
Jan 2018 - Jan 2019 (1 year)
Principal
Asian Healthcare Fund
Jan 2012 - Jan 2018 (6 years)
SMAssistant Vice President -Pensions and Portfolio Investments
Sterling Asset Management
Jul 2015 - Jan 2021 (5 years 6 months)
Senior Manager Business Development
Scotiabank Jamaica
Sep 2008 - Mar 2015 (6 years 6 months)
JLCredit Analyst
Jamaica Money Market Brokers Ltd.
May 2000 - Sep 2008 (8 years 4 months)
Marketing Intern
Diginovix
May 2023 - Present (2 years 6 months)
Business Development Intern
Born To Play
Jun 2020 - Present (5 years 5 months)
VC Scout
Go Ahead Ventures
Aug 2022 - Present (3 years 3 months)
FFFounding Team
Fortemagna Advisors Pvt Ltd (FAPL)
Jul 2019 - Present (6 years 4 months)
Director
Helixium Labs LLP
Jun 2018 - Present (7 years 5 months)
Mutual Fund Distributor
Association of Mutual Funds in India
Jan 2019 - Present (6 years 10 months)
Mutual Fund Distributor
Association of Mutual Funds in India
Jan 2019 - Present (6 years 10 months)
Electricity Duty Inspector
Office of the Collector of Electricity Duty, Government of G
Jan 1992 - Sep 2018 (26 years 8 months)
Manager, Personal Financial Services
TDCanada Trust
Mar 2023 - Mar 2024 (1 year)
Senior Manager, Personal Financial Services
TD Canada Trust
Mar 2024 - Present (1 year 8 months)
JMN Business & Trade Consultant Services
Jan 2010 - Jan 2015 (5 years)
Independent Insurance Agent
Great Enterprise
Jan 2005 - Jan 2010 (5 years)
Property Agent
Sri Jaya Management
Jan 2000 - Jan 2005 (5 years)
