Amit Mohan Email & Phone Number

Co-Founder and COO

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Amit Mohan Location

New York, NY, US

Amit Mohan Work

2025 -now Co-Founder and COO @ Xperata Wealth Inc.
2023 -2025 Senior Vice President @
2018 -2023 Head of CRM and Salesforce Platform @
2009 -2018 SVP, Business Integration and Platform Solutions @
2009 -2012 SVP, Product Management @
now Independent Consultant @ Meritum Partners
now Head, Banking Products and Platform @
now Deposits Product Manager @
now Senior Strategy Manager @
now Case Team Leader @
now Vice President @

Amit Mohan Education

The University of Chicago Booth School of Business

Amit Mohan Skills

Strategy
Management Consulting
Product Management
Cross-functional Team Leadership
Business Strategy
Analytics
Business Development
Financial Services
Consulting
Channel
Screening
Foreign Currency
Credit Cards
Vendors
Data Driven Decision Making
Sales
Brokerage
Net
Fee
Current Affairs
Unisys
Finance
Structure
Driving
Executive Positions
Sales and Marketing
P&l Management
Cross Functional Team Leadership
Customer Advocacy
Point of Sale
Telco
Management
Revenue
Performance Analysis
Line of Business
Funding
New Account
Commercial Vehicle
CRM
Checking
Metrics
Technology
Boston
Business Transformation
Accounting
Foreign Policy
Supplier Evaluation
Profit
Valuation
Cross Selling
Forecasting
System
Engagements
Engineering
Reports
Competitive Differentiation
IT Consulting
Mass
Strategies
Product Innovation
Risk Management
Product Strategy
Bank Deposits
Internet Strategy
Policy
Intranet
Business Management
Product Development
Key Clients
Results Driven
Multinational
Venture Capital
Setting Priorities
Chicago
Partnerships
Systems Design
Information Technology
Boutique
Economics
Yahoo
Retail
Applications
Managerial Finance
Private Bank
Communication
Home
Negotiation
Business Alignment
Economic Growth
Technology Enabled Business Transformation
Product Delivery
Suite
Marketing
Electrical Engineering
Social Influence
Voting
Indian
Project
Business Process Improvement
San Jose
Contractual Agreements
Bill Payment
Acquisition Programs
Market Share
Banking Software
Retail Banking
Re Engineering
Pricing
Avid
Responsibility
Oil and Gas
Internal Audit
Customer Experience
Fact
Attrition
Banking
Growth Strategies
Cisco Technologies
Estimating
Executive Management
Portfolio
Private Clients
Branches
IT Sourcing
New York
Reviews
Business Process Re Engineering
Investments
Mortgage Lending
Business Insights
Touch
Wealth Management
India
Rate
Interest Rates
Financial Analysis
Platforms
Budgets
Flooring
Risk
MIS
Summit
Debit Cards
Delivery
Mergers and Acquisitions
Evaluation
Employee Benefits
Consumer
Automation
Competition

Amit Mohan Summary

Amit Mohan, based in New York, NY, US, is currently a Co-Founder and COO at Xperata Wealth Inc.. Amit Mohan brings experience from previous roles at LPL Financial, Merrill Lynch and Merrill Edge. Amit Mohan holds a The University of Chicago Booth School of Business. With a robust skill set that includes Strategy, Management Consulting, Product Management, Cross-functional Team Leadership, Business Strategy and more. Amit Mohan has 5 emails and 1 mobile phone numbers on RocketReach.

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