Parak Desai
Associate @Morgan Stanley
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WORK HISTORY
Associate @Morgan Stanley
South Jordan, UT, US
Reviewed and approved IRA distributions, internal transfers and trust transactions in a queue-based environment through Branch Transfer Portal (BTP) while ensuring strict compliance with SEC/FINRA and firm-approved money-movement policies • Validated client authorizations, Power of Attorney (POA) documentation and tax-withholding details to identify discrepancies and prevent potential fraud or audit exceptions, ensuring accuracy in all transaction approvals
EDUCATION
University of Rochester - Simon Business School
Master's degree, Business Analytics
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Technology - BTech, Computer Engineering
Maneckji Cooper Education Trust School
ICSE
ABOUT PARAK DESAI
I\'m a Financial and data professional with 3+ years delivering analytics, process…
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