Dheeraj Soni Email & Phone Number

Private Wealth Management Technology @ J.P. Morgan

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Dheeraj Soni Location

California, United States

Dheeraj Soni Work

2023 -now Private Wealth Management Technology @
2017 -2023 Vice President - Private Wealth Technology @
2014 -2016 Director - Trading and Brokerage Technology @
2013 -2014 Deputy Director - Brokerage Technology @
2011 -2013 Trading and Wealth Management Technology @
2011 -2011 Equity Index Group @
2010 -2011 Research and Investment Operations Technology @
2009 -2010 Director - Head of Business Services and Requirements Assessment @
2003 -2009 Vice President - Head of Business Services @
2000 -2003 Practice Manager @
2000 -2000 Group Channel Manager @ E-Connect India
1998 -2000 Senior Associate @

Dheeraj Soni Education

University of California, Berkeley
(Project Management)
2009-2009
Institute of Chartered Financial Analysts of India
Master of Business Administration
1998
(Finance)
1996-1998
University of Kurukshetra, India
Bachelor of Science
1996
Kurukshetra University, Kurukshetra
Bachelor of Commerce (Economics)
1993-1996
Kendriya Vidyalaya 1981-1993

Dheeraj Soni Skills

Information Technology
Finance
Joining
Consumer
Engagement
Data Conversion
Increasing Productivity
Responsibility
Pipelines
Comments
Persona
Usa
Cables
Microsoft Office
Insurance
Aggregator
Contract Negotiation
Cost
Data Mapping
Corporate Finance
System
IT Solutions
Translation
Sarbanes Oxley Act
Income
Business Services
Market Data
Budgeting
Portfolio Managers
Performance Management
Google Groups
Benchmarking
Business Expansion
Consolidate
SEC
Accounting Management
Encompassing
Risk
Performance Metrics
Billing Systems
PMO
Cross Functional Team Leadership
Consolidating
Research Management
Merchant Banking
Data Migration
Program Management
Execution
International
Healthcare
Audit Management
Business Administration
Cut
Cost Reduction
Entertainment
Legal
Policy
Gap Analysis
Investment Banking
Loan Servicing
Integrated Media
Remediation
Reports
Level 4
IT Consulting
Retail
Sell Side
Science
Data Warehousing
Complicated
Lead a Team
Vendors
Software
Guidelines
Sales
Units
Economics
Project Management
Vendor Management
Technology Projects
Failure
Initiation
Evolve
Financial Services
Crisis
Business Analysis
Equity Trading
Internal Controls
Contractual Agreements
Power
Quality Improvement
Dealers
Bangalore
Team Building
Investment Management
Addressing
Pricing
Bloomberg
Closure
Reducing Operating Costs
Deal Closure
Cost Savings
Cash
Testing
Mathematics
Syndicate
Reporting
PMI
Trading
Content Management
Operations
Interfaces
Chain
Business Groups
System Monitoring
Time to Market
Value Added
Portfolio Management
Executive Management
Funding
Financial Analysis
Equities
Auditing
Rollout
Nasd
Change Management
Internet Banking
Trading Desk
Probability
Covering
Emerging Growth Companies
Viewpoint
Channel
Clearing
PMBOK
Property Management Systems
Manages
Quality Assurance
AIM
Publishing
Project
Documentation
Distribution
Short
Upstream
Appraisals
Accounting
Banking
Marketplace
Unified Communications
Programming
Representation
Private Clients
Deployed
Compliance
Business Savvy
CRM
Equity Research
Performer
Portal Development
Databases
Oracle Application Express
Fixed Income
Business Units
Logic Programming
Economy
Back Office
Negotiation
Securities
Satellite
Portals
Financial Transactions
Bear
Asset Management
Management System
Commercial Banking
Segments
Efficient
Real Time
Decision Making
Pivotal
Fidessa
Technology Development
Strategic Technology Planning
Downstream Oil and Gas
India
Results Oriented
Pioneer
Tobacco
Order Management
Private Equity
Web Applications
Accounting System
State Government
Community
Hsbc
Analysis
Business Operations
Flows
Berkeley
Convert
Risk Management
RCM
Brass
Rules
Customer Service
Integration
Consulting
Cbd
Venture Capital
Design
Applications
Budgets
Organizational Structure
San Francisco
Institutional Investments
Client/server
Business Strategy
Institutional Sales
Fostering
Business Requirements
Platforms
Natural Gas
RBI
House
Business Continuity Planning
Microsoft Excel
Redesigning
Taxations
Underwriting
MIS
Financial Data
Treatment
Technical Solutions
Process Improvement
Relationship Management
Stock Research
ISO 9001
Fact
Business Continuity
Research
Management
Internal Audit
Demonstrated Accomplishments
Distribution Management
Assessment
Written
Business Intelligence
Media
Training and Development
Architecture
Trace
Process Control
Streamline
Portfolio
SEI CMM

Dheeraj Soni Summary

Dheeraj Soni, based in California, United States, is currently a Private Wealth Management Technology at J.P. Morgan. Dheeraj Soni brings experience from previous roles at First Republic Bank. Dheeraj Soni holds a 2009 - 2009 University of California, Berkeley. With a robust skill set that includes Information Technology, Finance, Joining, Consumer, Engagement and more. Dheeraj Soni has 4 emails and 1 mobile phone numbers on RocketReach.