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Apoorvva Srivastava Cfp
Apoorvva Srivastava Cfp
Vice President | DATA Inc.
United States
Apoorvva Srivastava Cfp
Summary
Apoorvva Srivastava is a seasoned finance professional with extensive experience in account management, wealth management, and business analysis within the financial services industry. Currently serving as Vice President at Bank of America, he has a proven track record of enhancing client relationships and driving business growth. With certifications including CFP and Series 6 & 63, he is well-versed in financial planning and analysis. His career spans various roles in prominent financial institutions, showcasing his adaptability and expertise in risk and compliance, as well as asset management. Apoorvva's educational background includes an MBA in Strategic Management and a CFP certification, reflecting his commitment to continuous professional development. He is skilled in leveraging technology to improve financial processes and enhance customer experiences, making him a valuable asset in any financial organization.
Apoorvva Srivastava Cfp
Work Experience
Vice President at
Bank of America
March 2021 - Present
Risk & Compliance Analyst at
DATA Inc.
September 2019 - Present
Premier Banker at
Santander Bank, N.A.
January 2016 - November 2016
Private Client Banker at
Jp Morgan Chase
March 2015 - January 2016
Relationship Banker at
Jp Morgan Chase
November 2014 - March 2015
Financial Representative at
Northwestern Mutual
January 2014 - November 2014
Assistant Vice President at
Bandhan Mutual Fund
September 2008 - November 2009
Assistant Vice President at
Ak Capital Services
June 2007 - September 2008
Account Manager – Mutual Funds Product at
Ak Capital Services
August 2005 - June 2007
Financial Analyst at
Ak Capital Services
May 2003 - August 2005
Apoorvva Srivastava Cfp
Education
Fox School of Business at Temple University, Master Of Business Administration (M.B.A.)
January 2011 - January 2013
Department of Banking & Insurance, Life & Health Producer Certification
January 2013 - January 2013
Financial Planning Standards Board, India, Cfp Certification
January 2008 - January 2009
JB Institute of Management Studies, Master In Management Studies
Maharani's college , Bachelors Of Arts
Frequently Asked Questions about Apoorvva Srivastava Cfp
What company does Apoorvva Srivastava Cfp work for?
Apoorvva Srivastava Cfp is a Vice President at DATA Inc., a company specializing in Computer Systems Design & Related Services.
Where Apoorvva Srivastava Cfp graduated from?
Apoorvva Srivastava Cfp holds a degree in Strategic Management from Fox School of Business at Temple University.
Is Apoorvva Srivastava Cfp an immigrant?
Yes, Apoorvva Srivastava Cfp is an immigrant and currently based in United States
Who is Apoorvva Srivastava Cfp?
Apoorvva Srivastava is a seasoned finance professional with extensive experience in account management, wealth management, and business analysis within the financial services industry. Currently serving as Vice President at Bank of America, he has a proven track record of enhancing client relationships and driving business growth. With certifications including CFP and Series 6 & 63, he is well-versed in financial planning and analysis. His career spans various roles in prominent financial institutions, showcasing his adaptability and expertise in risk and compliance, as well as asset management. Apoorvva's educational background includes an MBA in Strategic Management and a CFP certification, reflecting his commitment to continuous professional development. He is skilled in leveraging technology to improve financial processes and enhance customer experiences, making him a valuable asset in any financial organization.