Prema Venkat
HF and Institutional Client Relationship Management | Operations Strategy leader| Third-party due diligence | Financial Services I Business Development.
- Role
- Executive Director at Wells Fargo
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Prema Venkat
A strategic leader in financial services with over 15 years of experience across hedge fund client relationship management, operational project execution, transformation, and third-party risk mitigation. At Wells Fargo, I lead the quarterly and annual Business and Risk reviews for our third -party broker dealer, ensuring compliance with regulatory requirements. At JP Morgan, I led a cross-functional multi-year initiative to deliver a reduction of over 20% in client onboarding time by focusing on standardization and automation with deep expertise in KYC, AML, PEP, OFAC, Patriot Act, and BSA.At Bank of America Prime Brokerage, I exceeded a 10% client revenue growth target. Strong entrepreneurial mindset and a background in leading business and market strategy for an early-stage cloud architecture company.
Experience
Executive Director
May 2023 — Present · New York, NY, US
I lead Wells Fargo’s affiliated Third party Broker Dealer (BD) quarterly and Annual Business and Risk reviews to ensure the BD meets mandatory regulatory requirements.
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration - MBA, Marketing
Skills
- Strategic Partnerships
- Sales
- Hedge Funds
- Integrated Marketing
- Management Consulting
- Entrepreneurship
- Investments
- Strategy
- E-Commerce
- Negotiation
- Marketing Strategy
- Digital & Mobile Marketing
- Mobile Devices
- Product Development
- Business Strategy
- Product Marketing
- Prime Brokerage
- Marketing
- Executive Management
- Cloud Computing
- Business Development
- Consulting
- Financial Services
- Crm
- Banking
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