Krish Udeshi
CFA Level II Candidate | Interactive Brokers | Financial Markets
- Role
- Client Onboarding Operations at Interactive Brokers
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Krish Udeshi
Finance-focused professional with experience in brokerage operations at Interactive Brokers and active involvement in financial markets.Passed CFA Level I (Feb 2026) and currently building expertise in valuation, equity research, portfolio management, risk management and disciplined investing.Background BTech in Computer Science and Business Systems from NMIMS, combining analytical thinking with business understanding.Focused on long-term growth through continuous learning, strong execution, and meaningful work in finance.
Experience
Client Onboarding Operations
Mar 2026 — Present · Mumbai, IN
Reviewed client onboarding documentation accurately-Supported smooth new account processing workflows.
Education
SVKM's NMIMS Mukesh Patel School of Technology Management & Engineering
Bachelor's degree, Computer Science and Business Systems
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