Pooja Sethi Email & Phone Number
Chief of Staff, Growth Strategy and Execution
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Pooja Sethi Location
- Los Angeles, CA, US
Pooja Sethi Work
- 2025 -now Chief of Staff, Growth Strategy and Execution @ Wealth Management & Advisory Firm
- 2022 -2024 COO - Los Angeles Investment Bank @
- 2019 -2022 VP, Lead - Future of Work and Innovation Strategy (Investment Bank) @
- 2017 -2019 AVP, Project Manager - US Workforce and Transformation Strategy (IHC COO) @
- 2015 -2017 AVP, Global Client Finance (Investment Bank CFO) @
- 2011 -2015 Project Manager, Sales and Technology Operations @
- 2006 -2010 Client Services Analyst @
- 2006 -2006 Client Services Intern, Wealth Management @
- 2005 -2005 Sales Audit and Imports Accounting Intern @
Pooja Sethi Education
- King Sejong Institute - Los Angeles
(Korean Language Studies)
2023-2026 - Fordham University - Graduate School of Business Administration
M.S. (Investor Relations)
2011-2013 - New York University
Certificate (International Business & Finance)
2007-2007 - Rutgers Business School
BS (Finance)
2002-2006
Pooja Sethi Skills
- Mentoring
- Key Performance Indicators
- Executive Team
- Executive Management
- Conflict Management
- Skilled Multi-tasker
- Financial Results
- Financial Messaging
- Financial Communications
- Data Privacy
- Organization Skills
- Mitigation Strategies
- Attention to Detail
- Policies & Procedures
- Compliance Monitoring
- Strategic Vision
- Data Strategies
- Relationship Building
- Television
- Executive Leadership
- Strategic Data Analysis
- Cross-functional Team Leadership
- Luxury Goods
- Financial Accounting
- Wealth Management Services
- Regulatory Compliance
- Leadership
- Team Leadership
- Compensation Management
- Daily Operations Management
- Operational Risk Management
- Supervisory Management
- Supervisory Skills
- Disciplinary Action
- Human Capital Management
- Business Performance Management
- Organizational Performance Management
- Budget Management
- Risk Management
- Account Management
- Transaction Management
- Risk Reporting
- Technology Management
- Regulatory Reporting
- Regulatory Requirements
- Regulatory Analysis
- Financial Analysis
- Negotiation
- Revenue Recognition
- Revenue Analysis
- Workforce Planning
- Space Planning
- Occupancy Planning
- Business Transformation
- Strategic Business Change
- Marketing Strategy
- Stakeholder Management
- Senior Stakeholder Management
- Executive Presentations
- People Management
- Performance Management
- Regulatory Affairs
- Operations Management
- Bloomberg
- Loans
- Strategy
- Data Management
- Data Analysis
- Financial Reporting
- Pivot Tables
- Financial Modeling
- Investor Relations
- Financial Risk
- Project Management
- Commercial Banking
- Sales Operations
- Treasury Operations
- Analysis
- Financial Services
- Finance
- Due Diligence
- Competitive Analysis
- Strategic Planning
- Strategic Human Resource Planning
- Business Strategy
- Investment Banking
- Salesforce.com
- PowerPoint
- Business Objects
- Tableau
- SharePoint
- Quarterly Reporting
- Merger Compliance
- Performance Reporting
- Letters of Credit
- Financial Performance
- Financial Inclusion
- Term Loan
- Import
- Sales
- Undergraduate
- Fee
- Lawson
- Merrill Lynch
- Management
- Kintana
- Insurance Planning
- General Ledger
- Science
- Commercial Paper
- Freight
- Spanish
- Auditing
- Performance Measurement
- Accounting
- Corporate Valuation
- Bonds
- Flexcube
- Retirement Planning
- Valuation
- Microsoft PowerPoint
- Portfolio Management
- Capital Markets
- English
- Syndicated Loans
- Acbs
- Reports
- County
- Vlookup
- Balance Sheet
- Visual Basic
- Microsoft Office
- User Acceptance Testing
- Microsoft Excel
- Microsoft Publisher
- Customs Regulations
- Customer Service
- Documentation
- Research
- System Monitoring
- Swinglines
- Compliance Reporting
- P&L
- FCC
- Punjabi
- Retail
- Volicon
- STAR
- Communication
- Bank Reconciliation
- WebEx
- Forest
- Wide Orbit
- Flows
- Usa
- Banking
- Purchasing
- Obtain
- Rotation
- Internships
- Tax
- New York
- Gold
- Mortgage Lending
- Visio
- Compliance
- Equities
- Wealth Management
- Outlook
- Sustainability
- Microsoft Word
- Itv
- Cash
- Invoicing
- Financial Transactions
- Tax Returns
- Basic Macros
- Evaluation
- Hindi
Pooja Sethi Summary
- Pooja Sethi, based in Los Angeles, CA, US, is currently a Chief of Staff, Growth Strategy and Execution at Wealth Management & Advisory Firm. Pooja Sethi brings experience from previous roles at Bulge Bracket European Investment Bank. Pooja Sethi holds a 2023 - 2026 King Sejong Institute - Los Angeles. With a robust skill set that includes Mentoring, Key Performance Indicators, Executive Team, Executive Management, Conflict Management and more. Pooja Sethi has 1 emails and 2 mobile phone numbers on RocketReach.
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