Services
Video meeting . 30 mins
Courses
5 Series Chakra Meditation
A 5 series course to tap your inner power
Package . 3 products
Job Assistance Bundle
Discovery Call
Video Meeting
1
Deep Dive
Video Meeting
1
Specialized Service
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1
Video meeting . 15 mins
Ask Me Anything
Ask Me Anything for immediate help
Video meeting . 30 mins
Deep Dive
Deep dive into the areas of your choice:
Video meeting . 30 mins
Specialized Service
Specialized services further to standard services
Package . 4 products
Career Journey Bundle
Standard, specialized and AMA services
Discovery Call
Video Meeting
1
Deep Dive
Video Meeting
1
Specialized Service
Video Meeting
1
Ask Me Anything
Video Meeting
1
Priority DM . 3 days reply
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About me
🚀 PMI® Certified Product & Program Management Professional. My socials are X: @Urvi_Walde, substack: Urvi Walde #LetsConnect : Cell +1.646.397.9092, Email urvi.walde@gmail.com.
Cross-Industry Expertise:
- Proven track record in Finance - Banks, Investment Banks, Wealth Management, Fintech, Insurance/Reinsurance, Real-estate/REITs, Alternative Investments, & Government sectors.
Domain Mastery:
- Extensive experience in Investment Banking / Capital Markets- Equities and Fixed Income: Front, Middle, Back Office, Wholesale and Retail Banking, Cards, Payments, Loans, Mortgages, Accounting, Tax, Regulations (SEC, FINRA, IRS), Compliance (~Trust & Safety), and Reporting.
Strategic Collaborator:
- Partnered on finance/vendor products like Equities, Fixed Income (MBS, Repos, Reverse repos, Treasuries ), Loans, Payments (ACH, Cash, Card, Wires), MBS/Mortgages, and systems including Broadridge BPS, FIS Smartloan, Bloomberg Trade Order Management System (TOMS), Pico.
Corporate Contributor:
- Enhanced the success of industry giants such as Bank of America, BNY Mellon, Bank of America Merrill Lynch, Morgan Stanley, American Express, Ameriprise Financial, Citi, Barclays, Nomura, Instinet, HSBC, RBC, Wells Fargo, NatWest Markets, Munich Re, UBS, London Stock Exchange Group (LSEG), Avenu Insights and Analytics, and Infosys.
Career:
- Advised professionals to get placed in new roles.
- Matthew Rowley highly recommends Urvi, noting her exceptional skills in managing complex, strategic initiatives within Electronic Trading and Quant Analytics. He praises her ability to collaborate cross-functionally, bridge technical and business understanding, and deliver high-visibility programs effectively. Matthew emphasizes Urvi's strategic roadmap creation, executive communication, and positive attitude, making her an incredible asset to any organization.AI-generated from recommendations on