Emmanuel Korlewala
Philadelphia,PA
Summary
Series 65 candidate and financial services professional with experience managing client portfolios and cultivating relationships with traditional banking clients, business owners, and early-stage startup founders across financial institutions and investment ventures. Combines relationship-banking expertise with direct, founder-facing experience in startup investing and client-focused financial solutions.
Overview
7
7
years of professional experience
Work History
Onboarding Specialist
Mercury
11.2024 - Current
- Perform KYC and KYB assessments for companies registered with Mercury.
- Gather Enhanced Due Diligence (EDD) via follow-up when necessary, in order to better understand the customer at onboarding.
- Responsible for making the overall application decision and assigning a risk tier for approved customers based on the identified customer profile.
- Maintain a positive user experience in onboarding customers, while also working to mitigate any potential fraud loss or risk to Mercury
Principal
Valentine Ventures Fund
09.2022 - Current
- Develop impactful pitch decks targeting Pre-Seed and Seed funding rounds.
- Perform research into industry sectors to identify attractive deals in the venture capital space.
- Interact with company founders and management teams to understand their strategy and vision for the future.
- Provide guidance and advice on how startups can optimize their chances of getting funded by venture capitalists, or angel investors.
Analyst
Sotheby's Financial Services
New York, NY
06.2022 - 01.2024
- Liaised with clients to gather necessary supporting documentation (proof of ownership, identity, corporate documents, insurance, etc.).
- Coordinated with internal Sotheby’s departments to complete all initial diligence and underwriting requirements per the Loan Policy.
- Tracked and managed collateral by coordinating property receipt, releases, viewings, and restoration; interacting with warehouses, shippers, museums, clients, and restorers as necessary.
Relationship Banker
JP Morgan Chase
Brooklyn, NY
04.2019 - 03.2022
- Managed meaningful relationships with clients, using financial knowledge to offer thoughtful solutions to help address their financial needs, and tailor product and service recommendations.
- Partnered with financial advisors, mortgage bankers, and business relationship managers to connect customers to experts who can help them with specialized financial needs.
- Responsible for building relationships with businesses in various sectors regarding account balances, technological solutions, and additional support.
Education
Venture Institute - Cohort 4 -
VC Lab
01-2025
Certificate - Fintech Bootcamp
Columbia University
New York, NY01-2021
Bachelor of Arts - Media Studies & Production
Temple University
01-2018
Timeline
Onboarding Specialist
Mercury
11.2024 - Current
Principal
Valentine Ventures Fund
09.2022 - Current
Analyst
Sotheby's Financial Services
06.2022 - 01.2024
Relationship Banker
JP Morgan Chase
04.2019 - 03.2022
Bachelor of Arts - Media Studies & Production
Temple University
Venture Institute - Cohort 4 -
VC Lab
Certificate - Fintech Bootcamp
Columbia University