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Milan Doshi Location
United States
Milan Doshi Work
2012 -now CEO and Founder @
2026 -now Chief Executive Officer @ Doshi Capital Ventures
2023 -now Chairman of the Board @
2021 -2023 Vice Chair Board of Directors and Treasurer @
2021 -2021 Board Trustee @
2020 -now Author @ Doshi Books for Kids
2010 -2012 Senior Vice President (Penson became Apex Fintech Solutions) @ Penson Financial Services (now Apex Fintech)
2010 -2012 Senior Vice President (Penson became Apex Fintech Solutions) @
2005 -2010 Vice President @
1999 -2004 Vice President @ Banc of America Securities
1999 -2004 Vice President @ Banc of America Securities
1998 -1999 Trade Support Specialist @
1998 -1999 Trade Support Specialist @
Milan Doshi Education
NYU Stern School of Business
Bachelor of Science (BS) (Accounting and Finance)
1994-1998
Milan Doshi Skills
Financial Services
Options
Capital Markets
Investments
Series 63
Series 7
Electronic Trading
Fixed Income
Hedge Funds
Trading
Securities
Risk Management
Mutual Funds
FINRA
Series 24
Back Office
Trading Systems
Asset Management
Portfolio Management
Equities
Prime Brokerage
Strategy
FX Options
Investment Banking
Market Data
Financial Risk
AML
Finance
Banking
Relationship Management
Equity Trading
Accounting
Bloomberg Terminal
Middle Office
Forecasting
Business Process Improvement
Hedging
Wealth Management
Financial Advisory
Broadridge
Avenue
Startups
Project Management
Consulting
Key Relationship Management
Back Office Operations
Customer Service
C Suite
Change Management
Financial System Conversions
Financial Analysis
Foreign Exchange Fx Options
Complex Project Management
Anti Money Laundering
Management
Foreign Exchange Options
Milan Doshi Summary
Milan Doshi, based in United States, is currently a CEO and Founder at Doshi Consulting Solutions, Inc.. Milan Doshi brings experience from previous roles at Doshi Capital Ventures and New York State 4-H Foundation, Inc.. Milan Doshi holds a 1994 - 1998 Bachelor of Science (BS) in Accounting and Finance @ NYU Stern School of Business. With a robust skill set that includes Financial Services, Options, Capital Markets, Investments, Series 63 and more. Milan Doshi has 2 emails and 3 mobile phone numbers on RocketReach.
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