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Asset & Wealth Management, Private Wealth Management, Managed Strategies, Portfolio Manager/Trader, Associate - New York

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Associate Principal Engineer

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Accomplished healthcare operations leader with over 18 years of experience in diverse healthcare settings, specializing in strategic negotiations, contract management, and team leadership. Expert in enhancing operational efficiencies and patient satisfaction through innovative service delivery and effective stakeholder engagement. Proficient in financial management, data analysis, and implementing technology solutions. Committed to leveraging extensive industry knowledge and management acumen to drive the success of healthcare initiatives in a dynamic, growth-oriented environment. Fluent in English and Spanish, ready to contribute to and lead teams in multinational settings.

Established Migration and Onboarding Specialist possessing extensive experience within banking and financial sector. Compelling communicator well-versed in facilitating remote training sessions, acting as key client liaison, and engaging personnel across all levels including c-suite leadership. Strong aptitude for leveraging expertise and knowledge to troubleshoot a broad spectrum of issues while educating clients on processes and optimized platform utilization. Proven capabilities in facilitating migrations and support remotely and onsite with industry-related tools including Teams, Jabber, Skype, Webex, Excel, OneNote, Word, Notepad, and a multifaceted array of financial software and vendor integration.

Supported operational efficiency through 15 years of experience in office management, restaurant and bar management, and fundraising event coordination. Provided exceptional customer service and administrative support to improve organizational performance. Seeking a position in a fast casual restaurant environment. Open to relocation to Lillian, AL; Pensacola, FL; or Foley, AL. Authorized to work in the US for any employer.
Assisted in planning and coordinating fundraising events to support organizational goals. Collaborated with team members to communicate effectively and adapt to changing needs. Supported donor relations and managed event logistics to create memorable fundraising experiences.

Results-oriented Relationship Manager with strong expertise in NRI Banking operations, including NRE/NRO/FCNR account management, cross-border remittances, forex advisory, and portfolio management for NRI and HNI clients. Well-versed in FEMA and RBI regulations, AML/KYC compliance, and international banking procedures. Proven ability to drive liability growth, CASA acquisition, and cross-sell investment and wealth products such as Mutual Funds, Insurance, and Fixed Deposits.
Additionally experienced in Trade Finance operations including handling Letter of Credit (LC), Bank Guarantees (BG), SBLC, export-import documentation, working capital coordination, and trade risk management. Adept at client relationship management, revenue generation, and ensuring regulatory compliance while delivering high service standards and achieving business targets.

Nikita Vineeth

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Wealth Management and Trade Team Member

Intern

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PGDB - Banking

ICSI

B.com - Finance & Accounting

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Wealth Management and Trade Team Member

Intern

PGDB - Banking

ICSI

B.com - Finance & Accounting

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