Morgan Stanley
Vice President
T. Rowe Price Mar 2019 - Nov 2019
Senior Manager, Strategy Enablement, Individual Investor Segment, T Rowe Price
T. Rowe Price Jun 2017 - Mar 2019
Client and Marketing Insights, Individual Investor Segment Lead
Td Ameritrade Dec 2009 - Dec 2014
Director, Bank Relationship
Td Ameritrade Dec 2009 - Dec 2014
Director, Client Experience and Segmentation
Education:
Nyu Stern School of Business 1993 - 1997
Master of Business Administration, Masters, Marketing, Finance
Skills:
Strategy Financial Services Business Development Management Credit Cards Cross Functional Team Leadership Crm Cross Selling Business Strategy Risk Management Banking Relationship Management Portfolio Management Wealth Management Segmentation Analytics Investments Strategic Partnerships Marketing Financial Modeling Sales Mutual Funds Executive Management Customer Acquisition Series 63 Process Improvement Securities Series 7 Series 24 Leadership Strategic Planning Program Management Customer Relationship Management
Languages:
English Hindi
Certifications:
Series 7 Licensed
Youtube
Aparna Nancherla: The Half Hour - Full Special
Aparna Nancherla talks about her struggles with depression and anxiety...
Duration:
20m 53s
Aparna's Bharatanatyam Arangetram 2022 - Live...
Aparna's Bharatanatyam Arangetram at The Woodlands High School, Woodla...