Head of Client Strategy, Digital and Client Platform | Wealth Management Americas (WMA) Technology @ (January 2018 - February 2024)
Head of Client Platform and Digital Advice | Wealth Management Americas Technology @ (January 2017 - December 2017)
Head of Client and Field Core Platforms | Wealth Management Americas Technology @ (June 2014 - December 2016)
Global Head of Research Technology (CIO) @ (October 2013 - May 2014)
Director, Global Research, Sales and Capital Markets Technology @ (June 2010 - September 2013)
Corporate Vice President | Head of Implementations @ (February 2007 - June 2010)
Director, Operations @ FuzionOne Inc (August 2006 - January 2007)
Project and Program Manager (Consultant) @ (August 2005 - August 2006)
VP, Operations and IT @ Hellenic Corp (January 2003 - January 2005)
IMO Manager - Global Engineering @ (June 1999 - October 2003)
Ashish Puri Education
Punjab Engineering College
BE (Mechanical Engineering)
Wharton Executive Education
Securities Industry Institute Certificate
University at Buffalo School of Management, The State University of New York
Master of Business Administration - MBA (Master of Business Administration - MBA)
Ashish Puri Summary
Ashish Puri, based in New York, NY, US, is currently a Senior Strategic Technology Advisor at Independent. Ashish Puri brings experience from previous roles at UBS and Bank of America Merrill Lynch. Ashish Puri holds a BE in Mechanical Engineering @ Punjab Engineering College. Ashish Puri has 1 emails and 1 mobile phone numbers on RocketReach.
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