PRACHITI BANGALE
Woodinville,WA
Summary
Accomplished investment professional targeting to leverage 6 years of experience in the field of financial consulting, investment strategies and financial product analytics. Strong background in financial markets, business development and risk management. Proven track record in achieving clients' financial goals through comprehensive research and effective portfolio management.
Overview
7
7
years of professional experience
Work History
Wealth Management Consultant
Strafox Capital
04.2020 - Current
- Remote
- Monitoring existing company's investment portfolio spread across ~50M in debt and direct equities
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs
- Increased yields of company portfolio by 10% by implementing portfolio reconstruction.
Treasures Relationship Manager
12.2018 - 03.2020
- Development Bank of Singapore, DBS
- Built and maintained relationships with clients and internal & external stakeholders while providing high level of expertise on investments, retirement, and estate planning
- Managed portfolio 80 high net worth (HNW) clients (domestic and international) with $500Mn in total assets
- Used effective sales strategies resulting in increase of more than $100Mn in new business per year
- Worked with Institutional banking departments to facilitate communication and deliver personalized solutions
- Performed due diligence and valuation processes for SME clients and their company portfolios
- Assisted with implementation of CRM systems to consolidate international and domestic investment accounts.
Elite Wealth Manager
Reliance Capital Asset Management
05.2016 - 11.2018
- Prepared and interpreted financial document summaries, investment performance reports and income projections
- Boosted sales by 20% and exceeded sales target by employing client engagement campaigns
- Used critical thinking to evaluate and perform strategies for reducing debt and maximize savings.
Education
Master of Science - Global Finance
NYU, Leonard N. Stern School of Business
08.2023
MBA - Marketing and Finance
University of Mumbai
06.2016
Skills
- Investment Opportunity Identification
- Problem Solving
- Salesforce – CRM
- Project Management
- Strategic Financial Planning
- Financial And Operational Reporting
- Data Analysis
- Financial Modelling
Timeline
Wealth Management Consultant
Strafox Capital
04.2020 - Current
Treasures Relationship Manager
12.2018 - 03.2020
Elite Wealth Manager
Reliance Capital Asset Management
05.2016 - 11.2018
Master of Science - Global Finance
NYU, Leonard N. Stern School of Business
MBA - Marketing and Finance
University of Mumbai
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