Summary
Overview
Work History
Education
Certifications And Technical Skills
Timeline
Generic

KRYSTLE THARANI-KUKREJA

Franklin Lakes,NJ

Summary

Experienced finance professional specializing in investment management and business development. Successfully built relationships with institutional and ultra-high-net-worth investors, resulting in improved portfolio performance and asset growth. Strong skills in financial planning, risk management, and client relationship management, contributing to high efficiency in task execution. Demonstrated ability to communicate effectively and adapt to client needs, ensuring achievement of financial goals.

Overview

19
19
years of professional experience

Work History

Morgan Stanley Private Wealth Management
Paramus, NJ
01.2024 - Current
  • Oversaw premium client portfolios focused on alternative investments and private equity.
  • Tracked capital flows, MOIC, and valuation metrics to inform strategic decisions.
  • Executed bespoke investment transactions and processed client orders on institutional platforms.
  • Developed targeted marketing strategies to elevate client engagement and visibility.

Wealth Strategy Associate

UBS Private Wealth Management
Paramus, NY
01.2019 - 01.2024
  • Team moved from UBS to Morgan Stanley Private Wealth Management in Sept 2024.

Client Coverage Executive

Dealogic, LLC
New York, NY
01.2016 - 01.2019
  • Guided top-tier global financial institutions in leveraging data intelligence and workflow solutions for improved revenue generation.
  • Spearheaded cross-functional initiatives to elevate client engagement and streamline operational efficiency.

Vice President, Enterprise Client Coverage & Alternative Investments

Bank of America Merrill Lynch
New York, NY
01.2010 - 01.2015
  • Created and reviewed alternative investment solutions, featuring managed futures and global macro strategies, adapted for UHNW clients.
  • Fostered strategic partnerships within wealth management and investment banking to unlock cross-platform opportunities.
  • Facilitated ongoing communication with internal stakeholders and external allocators to synchronize investment positioning with client mandates.

Associate, Capital Markets & Business Development

NewOak Capital, LLC
New York, NY
01.2009 - 01.2010
  • Facilitated structured product distribution by delivering investment strategies to institutional investors.
  • Supported origination and relationship management for capital markets transactions, enhancing client engagement.

Research Associate, Structured Products & Municipal Finance

Fidelity Investments
Merrimack, NH
01.2006 - 01.2008
  • Conducted comprehensive analysis of structured credit and municipal instruments, supporting portfolio construction and investment approval processes.
  • Assessed creditworthiness and structural performance of CLOs and municipal derivatives.

Education

Bachelor of Science - Real Estate Finance & Management Consulting

University of Southern California - Marshall School of Business
05-2006

Certifications And Technical Skills

  • FINRA Series 7, 63 and 66 licenses, Microsoft Office Suite, Bloomberg, Salesforce, Capital IQ, Dealogic, Addepar, NYS Licensed Real Estate Salesperson, Certified Registered Yoga Teacher 200

Timeline

Morgan Stanley Private Wealth Management
01.2024 - Current

Wealth Strategy Associate

UBS Private Wealth Management
01.2019 - 01.2024

Client Coverage Executive

Dealogic, LLC
01.2016 - 01.2019

Vice President, Enterprise Client Coverage & Alternative Investments

Bank of America Merrill Lynch
01.2010 - 01.2015

Associate, Capital Markets & Business Development

NewOak Capital, LLC
01.2009 - 01.2010

Research Associate, Structured Products & Municipal Finance

Fidelity Investments
01.2006 - 01.2008

Bachelor of Science - Real Estate Finance & Management Consulting

University of Southern California - Marshall School of Business

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KRYSTLE THARANI-KUKREJA