Urvi G. Walde, MBA, FCA's Linkedin Analytics

🚀 PMI® Certified Product & Program Management Professional. My socials are X: @Urvi_Walde, substack: Urvi Walde #LetsConnect : Cell +1.646.397.9092, Email [email protected]. Cross-Industry Expertise: - Proven track record in Finance - Banks, Investment Banks, Wealth Management, Fintech, Insurance/Reinsurance, Real-estate/REITs, Alternative Investments, & Government sectors. Tech-Savvy Innovator: - Eager to join forward-thinking organizations in Technology (Software, Hardware), Banks, Healthcare, Pharmaceuticals, FinTech, Consumer, Retail, Media, Beauty, Entertainment, Education, Social Networking, Food, Ratings Agencies, Stock Exchanges, Startups, and beyond. Domain Mastery: - Extensive experience in Investment Banking / Capital Markets- Equities and Fixed Income: Front, Middle, Back Office, Wholesale and Retail Banking, Cards, Payments, Loans, Mortgages, Accounting, Tax, Regulations (SEC, FINRA, IRS), Compliance (~Trust & Safety), and Reporting. Strategic Collaborator: - Partnered on finance/vendor products like Equities, Fixed Income (MBS, Repos, Reverse repos, Treasuries ), Loans, Payments (ACH, Cash, Card, Wires), MBS/Mortgages, and systems including Broadridge BPS, FIS Smartloan, Bloomberg Trade Order Management System (TOMS), Pico. Corporate Contributor: - Enhanced the success of industry giants such as Bank of America, BNY Mellon, Bank of America Merrill Lynch, Morgan Stanley, American Express, Ameriprise Financial, Citi, Barclays, Nomura, Instinet, HSBC, RBC, Wells Fargo, NatWest Markets, Munich Re, UBS, London Stock Exchange Group (LSEG), Avenu Insights and Analytics, and Infosys. Tool Proficiency: - Skilled in Jira, Confluence, UiPath Task Capture, MS Project, Visio, Clarity, and more. Career: - Advised professionals to get placed in new roles. #fintech #healthtech #insurtech #edutech #martech #consumertech #regtech #tech #wealthtech #PropTech