Dilip Jacob Mathew
Vice President at Envestnet, Inc
- Role
- Vice President at Envestnet
- Location
- Thiruvananthapuram Taluk, IN
- LinkedIn followers
- 500 followers
About Dilip Jacob Mathew
A FINRA Series 99, 7 & 24 certified professional with 29 years’ experience in managing…
Experience
Vice President
Jul 2015 — Present · Trivandrum, IN
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources.Presently I manage the Managed Account Services of Envestnet.
Education
IIB
MBA
Mar Ivanious College
Bcom
Skills
- Sdlc
- Management
- Capital Markets
- Requirements Analysis
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Business Analysis
- Finance
- Bank Reconciliation
- Cross-Functional Team Leadership
- Derivatives
- Financial Analysis
- Portfolio Management
- Project Management
- Investments
- Analysis
- Securities
- Fixed Income
- Business Planning
- Asset Management
- Business Development
- Trading
- Investment Banking
- Financial Services
- Crm
- Equities
- Relationship Management
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