Akshay Padukone
Team Lead @ Wells Fargo | Project Team Management, Asset and Wealth management
- Role
- Team Lead at Wells Fargo
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Akshay Padukone
At Wells Fargo, my expertise in wealth and investment management plays a pivotal role in driving project success, with a particular focus on asset movement, including ACH, Credit margin, Collateral and loan and settlement trades. The team and I are dedicated to resolving complex escalations and delivering updates in our regular strategic meetings with management, ensuring seamless project execution. Our collaborative efforts have been integral in maintaining the high standards expected in the wealth management domain.My previous tenure as an Analyst at J.P. Morgan solidified my competencies in exception research, fraud review, and global client onboarding. With a total professional journey spanning over eight years, my mission has been to deliver robust wealth management solutions that not only empower our clients but also bolster our team’s performance and the broader organizational objectives.
Experience
Team Lead
May 2023 — Present · Bengaluru, IN
Wealth and investment management-handling Multiple Projects- Onboarding, Asset movement-Ach, Retirement, TaxCredit margin, collateral,loan and Mortgage Settlement-trades and securities-SME-handling escalation and issues of the team, regular meeting with managers with regard to projects delivery updates and status
Education
Bangalore University
Bachelor of Commerce - BCom
2010 — 2013
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