Dharmesh Joshi Email & Phone Number
Vice President Strategy and Planning @ Fidelity Investments
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Dharmesh Joshi Location
- Flower Mound, TX, US
Dharmesh Joshi Work
- 2022 -now Vice President Strategy and Planning @
- 2016 -2022 Director Operations Risk @
- 2013 -2016 Manager- Financial Services @ PwC
- 2011 -2012 Lead Consultant @
- 2007 -2011 Principal Consultant @
- 2006 -2007 Senior Portfolio Manager @
- 2001 -2006 Senior Manager @
Dharmesh Joshi Education
- CPA - Texas State Board of Public Accountancy
Master’s Degree
2014-2015 - SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
MBA (Marketing)
1999-2001 - University of Mumbai
BCom (Accounting and Economics)
1996-1999
Dharmesh Joshi Skills
- Internal Controls
- COSO
- Governance
- Financial Services
- SOX 404
- Management Consulting
- Risk Management
- Operational Risk Management
- Technology Implementation
- Project Management
- Regulatory Compliance
- Business Analysis
- IT Strategy
- Business Process Improvement
- Quality Assurance
- Business Development
- CRM
- Vendor Management
- Core Banking
- Banking
- Strategy
- Management
- Analysis
- Consulting
- Portfolio Management
- Banking Operations
- Client Services
- Program Management
- Team Management
- Business Strategy
- Financial Risk
- US GAAP
- Financial Accounting
- COBIT
- PCI Standards
- IT Risk Management
- Customer Relationship Management (CRM)
- Trade Operations
- Financial Analysis
- Cross Functional Team Leadership
- Petroleum
- Target Costing
- Partnerships
- Moves
- Process Efficiency
- Hub
- Utilization
- Fee
- New Business Development
- Credit
- Fit Gap Analysis
- Revenue
- Consumer
- Commerce
- Cost Engineering
- Cost Benefit
- Wholesale
- Impact Assessment
- Building Organizational Capability
- Settlement
- Order Management
- Treasury
- Business Knowledge
- New York
- Financial Advisory
- Sales
- Collaborating
- Hiring
- Financial Transactions
- Design
- Business Lines
- Big 4
- Process Analysis
- Market Risk
- Yahoo
- Regulatory Reporting
- Pricing
- Investments
- Writing
- Metrics
- Communication
- Regulatory Requirements
- Collateral Management
- Finance
- Auditing
- End to End
- Debit Cards
- Reports
- Microsoft Office
- Change Management
- Brokerage
- Gaps
- Loans
- Engagement
- Assessment
- Evaluation
- BCM
- Marketing
- P&l Management
- Foreign Languages
- Process Design
- Investigation
- Data Transformation
- Sales Management
- Testing
- Clearing
- Workflow
- Visa
- Intellectual Property
- GAP
- C
- Coaching
- Tokyo
- Texas
- Onsite Offshore Model
- Loan Servicing
- Domain Areas
- Requirements Management
- Call Centers
- Asia Pacific
- Product Management
- Engagements
- Complexity
- Calypso
- Partner Management
- Public Speaking
- Liquidity
- Treasury Management
- Vendors
- Retail
- Operations
- Economics
- Documentation
- Possibility
- Validation
- Offerings
- Capital Markets
- Project Estimation
- Business Transformation
- Process Review
- Accounting
- Techno Functional
- Reporting Tools
- Critical Thinking
- Americas
- Fed
- Wall Street
- Stakeholders
- Containment
- Solution Creation
- Fidelity
- Flows
- Product Lines
- Test Strategy
- Customer Support
- Loyalty Programs
- Accountability
- Tracks
- Stakeholder Management
- Proposal Writing
- Risk
- Policy
- Marketing Research
- Conflict Management
- Invoicing
- Customer Relationship Management Crm
- Insurance
- APAC
- Hindi
- Process Improvement
- Sit
- Subject Matter Expert
- Cards
- Snapshot
- KYC
- Commercial Cards
- Accounting System
- Management System
- Strategic Programs
- Performance Appraisal
- Business Process Analysis
- Business Process
- Adobe Contribute
- Project Portfolio Management
- Problem Solving
- Budgeting
- Project Teams
- Integration
- Gdm
- Campaigns
- System
- Remediation
- Responsibility
- Back Office
- Mentoring
- Attrition
- Internet Protocols
- Coordination
- Reviews
- Business Planning
- Transaction Processing
- RFI
- Mastercard
- French
- Trade Unions
- Commercial Real Estate
- Office Operations
- Compliance
- Global Delivery
- Cost
- Vis
- EMI
- Credit Cards
- Citibank
- Conducting Workshops
- Trading
- Anti Money Laundering
- Middle East
- Global Investment
- Portfolio
- Internal Audit
- Business Process Re Engineering
- National Marketing
- Piloting
- Workshops
- SME
- Project Planning
- Asset
- Collaborative
- Transformation Programs
- PowerPoint
- Technical Design
- Mitsubishi
- Customer Acquisition
- Retail Banking
- Project
- Motors
- Design Control
- Production Deployment
- Income
- Improvisation
- New Account
- Business Partnering
- Walking
- Product Development
- Appraisals
- Requirements Analysis
- Launching
- Solution
- Optimization
- Social Influence
- Process Simulation
- Recruiting
- Structure
- Legal
- Budgets
- Regulatory Approvals
- Canada
- Fortune 500
- Profit
- Offshore
- Local Marketing
- Business Requirements
- Branding
- Domain Experience
- Operations Management
- Temporary Placement
- Microsoft Excel
- CPA
- Learner
- Conceptual Modeling
- Solution Architecture
- Execution
- Covering
- Payments
- Brokers
- User Acceptance Testing
- Credit Risk
- Reporting
- Customer Service
- Mumbai
- Microsoft Word
- India
- Issuer
- Securities
- Solution Focused
- Surveillance
- Pwc
- Delivery
- Lead a Team
- Funding
- Customer Relationship Management
Dharmesh Joshi Summary
- Dharmesh Joshi, based in Flower Mound, TX, US, is currently a Vice President Strategy and Planning at Fidelity Investments. Dharmesh Joshi brings experience from previous roles at Fidelity Investments, PwC, Collaborative Consulting and Infosys Consulting, Inc.. Dharmesh Joshi holds a 2014 - 2015 Master’s Degree @ CPA - Texas State Board of Public Accountancy. With a robust skill set that includes Internal Controls, COSO, Governance, Financial Services, SOX 404 and more. Dharmesh Joshi has 3 emails on RocketReach.
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