Pavneet Sidana
New York
Summary
AI and digital transformation leader within investment banking and financial services, with a track record of deploying enterprise AI, generative AI, and intelligent automation across capital markets and corporate & investment banking environments. Former investment-banking technology and product executive experienced in modernizing deal workflows, enhancing client coverage, and improving banker productivity through AI-driven insights, automation, and advanced analytics. Proven ability to partner with senior bankers, technology, and compliance to implement scalable and responsible AI solutions in regulated environments. Expertise in enterprise AI strategy, generative AI platforms, agentic architectures, data governance, and model risk management.
Overview
14
14
years of professional experience
Work History
VICE PRESIDENT
Wells Fargo
New York, NY
01.2024 - Current
- Lead enterprise AI initiatives across Corporate & Investment Banking to modernize deal execution, improve client coverage, and enhance banker productivity through generative AI, automation, and advanced analytics.
- Drive implementation of AI-powered platforms to streamline research, pitchbook creation, and client meeting preparation.
- Partner with senior bankers, technology, and compliance to identify high-impact AI use cases aligned to deal flow and coverage priorities.
- Led rollout of ModuleQ delivering real-time client intelligence and meeting insights to coverage teams.
- Implemented ROGO generative AI platform automating research and pitch preparation, delivering ~$35M annual productivity savings.
- Developed Banker Insight platform generating personalized market and client intelligence.
- Designed agentic RAG-based platform integrating structured and unstructured banking data, reducing operational costs by ~$1M annually.
- Collaborate with AI governance, cybersecurity, and model risk teams to ensure compliant AI deployment.
- Present AI strategy and roadmap to senior leadership and drive enterprise adoption.
SENIOR TECHNICAL PROGRAM MANAGER
NEOBank
New York, NY
01.2022 - 01.2024
- Managed cross-functional initiatives for credit card and rewards platforms.
- Led AI chatbot vendor selection and deployment, reducing customer inquiries by 30%.
- Delivered secured credit card program including settlement and ACH flows.
- Drove roadmap execution using Agile methodologies and competitive analysis.
VICE PRESIDENT
JP Morgan Chase
New York, NY
01.2012 - 01.2022
- Led SA-CCR implementation and counterparty credit risk exposure calculations under Basel III.
- Delivered Monte Carlo simulation engine for OTC derivatives risk and RWA calculations.
- Generated $3M RWA savings and transitioned 2M+ trades to new risk framework.
- Built and led global Agile teams and delivered large-scale front-to-back platforms.
Education
Master’s Degree - Computer Science
City College of New York
Bachelor’s Degree - Computer Applications
Punjab College of Technical Education
Skills
- Investment Banking Workflow Optimization
- Pitchbook Automation
- Banker Productivity Tools
- Capital Markets Technology
- Enterprise AI Strategy
- Generative AI & Agentic AI Platforms
- Retrieval-Augmented Generation (RAG)
- Intelligent Automation
- Responsible AI & Model Risk Governance
- Data Governance
- AI Compliance
- Cross-Functional Leadership
- Product Strategy & Roadmaps
- Vendor Evaluation
Timeline
VICE PRESIDENT
Wells Fargo
01.2024 - Current
SENIOR TECHNICAL PROGRAM MANAGER
NEOBank
01.2022 - 01.2024
VICE PRESIDENT
JP Morgan Chase
01.2012 - 01.2022
Bachelor’s Degree - Computer Applications
Punjab College of Technical Education
Master’s Degree - Computer Science
City College of New York