Neil Rai
- Role
- Business Technology Leader at Janney Montgomery Scott LLC
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Neil Rai
Dynamic, investment services and financial technology professional with a goal oriented…
Experience
Business Technology Leader
Jul 2022 — Present
Serve as a project manager supporting Wealth Management and Operations divisions highest priority initiatives. Main business partners include supporting senior leaders and facilitating highly visible projects through requirements gathering, end-user analysis, and validation of scope through a software development lifecycle with technical resources.
Skills
- Equities
- Finance
- Credit
- Wealth Management Services
- Separately Managed Accounts
- Morningstar Direct
- Etfs
- Fixed Income
- Financial Modeling
- Mutual Funds
- Portfolio Management
- Alternative Investments
- Investment Strategies
- Asset Managment
- Options
- Lipper Lana
- Investment Advisory
- Investment Management
- Bloomberg
- Asset Allocation
- Asset Management
- Factset Research Systems
- Equity Research
- Wealth Management
- Investments
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