Payal Trivedi
Advisory LOB Operations - Technology, Media & Telecommunications
- Role
- Advisory Lob Operations - Technology, Media & Telecommunications at KPMG
- Location
- Edison, NJ, US
- LinkedIn followers
- 500 followers
About Payal Trivedi
Hardworking, diligent, and focused on personal growth and success. Excellent in uncovering clients wants/needs by building rapport and relationships in order to provide positive customer experience and closing sales goals and objectives.
Experience
Advisory Lob Operations - Technology, Media & Telecommunications
Oct 2025 — Present
Education
Walden University
Bachelors of Science, Business Administration & Minor in Finance
2012 — 2014
Skills
- Wealth Management
- Mortgage Lending
- Asset Management
- Portfolio Management
- Customer Experience
- Relationship Management
- Investments
- Finance
- Financial Analysis
- Financial Services
- Commercial Banking
- Sales
- Analysis
- Customer Service
- Banking
- Risk Management
- Credit
- Retail Banking
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