Arthy Kumar
Industry Principal, Investments and Financial Services at Workiva
- Role
- Industry Principal, Investments and Financial Services at Workiva
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Arthy Kumar
Certified Financial Planner CFPChartered Financial Planner ChFC25 years in the Financial Services Industry14 Years in Asset Management 12 Years in SaaS Creating and launching successful solutions for Investment, Insurance & Banking Legal, Compliance & Financial ReportingFinancial Planning and Portfolio AnalysisLeading cross-functional teamsStrategic Consulting skills
Experience
Industry Principal, Investments and Financial Services
Oct 2022 — Present · Scottsdale, AZ, US
Education
Stony Brook University College of Business
Bachelor of Science - BS, Business/Managerial Economics
The University of Chicago Booth School of Business
High Potential Leaders Program
2018
College for Financial Planning
CFP, Financial Planning and Services
2001
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