Summary
Overview
Work History
Education
Skills
Timeline
Generic

Neil Gandhi

New York,NY

Summary

Results-oriented Executive Director of Product Management, serving as a senior strategic leader tasked with defining product vision and strategy for client facing and operational products ensuring alignment with firm's overarching business objectives and regulatory standards.

Overview

26
26
years of professional experience

Work History

Executive Director

Morgan Stanley
New York, New York
01.2021 - Current

Led and developed a comprehensive multi-year product vision and strategy for digital communication initiatives around eDelivery, client account documentation, alerts, and asset transfers that balance the client experience, field governance, and compliance risk.

Vice President

Morgan Stanley
New York, New York
02.2017 - 01.2021

Led requirements and development of various products around profile data, asset transfers, client account documents, eDelivery,

Senior Consultant

Capco Consulting
New York, New York
01.2014 - 02.2017
  • Conducted testing to ensure quality and functionality of applications.
  • Developed detailed test plans based on project requirements and specifications.

Consultant

E*TRADE Finacial
New York, New York
09.2013 - 01.2014
  • Administered the closing of E*TRADE Securities Limited which is the European subsidiary of E*TRADE.

Wealth Operations Specialist

Bloomberg LP
New York, New York
04.2013 - 08.2013

Engaged in operational processing and quality assurance testing related to startup in Bloomberg Wealth for registered investment advisor platform.

Product Managment

E*TRADE Financial
New York, New York
03.2006 - 04.2013

Directed product life cycle, creating functional requirements for operational advancements.

Financial Consultant

Glenn Michael Financial/ Trident Partners
New York, New York
08.1999 - 11.2005

Oversaw multi-million-dollar brokerage account portfolio through trading of equities, options, bonds, and mutual funds.

Education

Bachelor of Arts - Political Science

Hofstra University
Hempstead, NY
05-1999

Skills

  • Digital strategy development
  • Client engagement
  • Risk compliance management
  • Product visioning
  • Project leadership
  • Stakeholder relations
  • Business analysis
  • Strategic planning
  • Decision making
  • Problem solving

Timeline

Executive Director

Morgan Stanley
01.2021 - Current

Vice President

Morgan Stanley
02.2017 - 01.2021

Senior Consultant

Capco Consulting
01.2014 - 02.2017

Consultant

E*TRADE Finacial
09.2013 - 01.2014

Wealth Operations Specialist

Bloomberg LP
04.2013 - 08.2013

Product Managment

E*TRADE Financial
03.2006 - 04.2013

Financial Consultant

Glenn Michael Financial/ Trident Partners
08.1999 - 11.2005

Bachelor of Arts - Political Science

Hofstra University
Neil Gandhi