Yogesh Katare
working at TIAA
- Role
- Senior Analyst at TIAA
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Yogesh Katare
Investment Performance Analysis & Fund Accounting professional with 4+ years of…
Experience
Senior Analyst
May 2025 — Present · Pune, IN
Support Advisors in creating comprehensive retirement planningstrategies for High-Net‑Worth (HNW) clients.Analyze client profiles and financial statements to gather relevant wealthinformation.Assess and determine clients’ risk tolerance levels.Input and maintain client data within the AdviceCentral and LGA tools forprecise planning.Leverage Siebel for work tracking and status updates.Collaborate with Advisors to facilitate the development of customized investment and retirement planning strategies for HNW clients.
Education
Savitribai Phule Pune University
Master of Business Administration - MBA, Finance and Financial Management Services
2017 — 2019
Anant vidyalay janephal
SSC
2009 — 2010
Vinayakrao patil mahavidyalay
Bachelor of Business Administration - BBA, Business Administration and Management, General
2013 — 2016
S B jr college
HSC, Business/Commerce, General
2011 — 2012
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