Book a call with Kaartheek Yadla on sprect.

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Kaartheek Yadla

available today

Financial Operations & Onboarding Leader | Treasury Products | Debt & Equity Analysis | Client & Team Management

English, Telugu

location Bengaluru, Karnataka, India

Talk to me about

#ClientOnboarding

#TreasuryProductImplementation

#FinancialAnalysis

#DebtAnalysis

#EquityAnalysis

#CorporateActions

#TeamManagement

#ClientService

#ProcessImprovement

#Reporting

I am a results-driven financial professional with 5 years of experience in client onboarding, treasury product implementation, and debt and equity analysis. At JPMorganChase, I have progressed from Onboarding Senior Specialist to Team Lead, building experience in client onboarding, corporate actions, financial analysis, and operational delivery. I have also worked across State Street and Broadridge, giving me experience across financial operations, client service, process analysis, and product k...Read more

JPMorganChase

Team Lead

State Street

Senior Associate

Broadridge

Process Analyst

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Narayana Engineering College

Master of Business Administration - MBA, Mba

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Book a call with me

Meet-n-Greet

10 mins

INR 100

Guidance for Students

Quick help with resumes, SOPs or academic choices.

20 mins

INR 200

proceeds to charity | Krisha Foundation

Strategy Session

Talk through a current challenge and get an outside view to move forward or brainstorm ideas.

30 mins

INR 999

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