Suneel Jain Email & Phone Number
Vice President - Client Experience and Service Delivey @ Fidelity Charitable®
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Suneel Jain Location
- Texas, United States
Suneel Jain Work
- Vice President - Client Experience and Service Delivey @ (September 2021 - Present)
- Interim Chief Operations Officer @ (November 2022 - May 2023)
- Vice President of Quality and Operational Control and Implementation @ (April 2021 - September 2021)
- Head of Quality and Implementation @ (November 2019 - April 2021)
- Director of Quality and Operational Control @ (May 2016 - November 2019)
- Vice President - Corporate and Investment Bank ; Program Management @ (December 2015 - May 2016)
- Vice President - Client Service and Trade Operations @ (January 2011 - December 2015)
- Assistant Vice President @ (October 2007 - January 2011)
- Trade Service Officer @ (August 2006 - October 2007)
- Assistant Treasurer @ (August 2004 - July 2006)
- Fee Billing Analyst @ (June 2004 - August 2004)
- Senior Securities Specialist @ (August 2002 - June 2004)
Suneel Jain Education
- Villanova University
(LEAN SSGB)
2017-2017 - The University of Texas at Arlington
Bachelor's Degree (Finance and Financial Management Services)
1996-2000
Suneel Jain Skills
- Risk Management
- Banking
- Financial Services
- Equities
- Fixed Income
- Vendor Management
- Financial Analysis
- Securities
- Asset Management
- Bloomberg
- Strategy
- Derivatives
- Relationship Management
- Finance
- Mutual Funds
- Mentoring
- Management
- Analysis
- Middle Office
- Trading
- Settlement
- Leadership
- Financial Risk
- Anti Money Laundering
- Microsoft Excel
Suneel Jain Summary
- Suneel Jain, based in Texas, United States, is currently a Vice President - Client Experience and Service Delivey at Fidelity Charitable®. Suneel Jain brings experience from previous roles at Fidelity Charitable® and Fidelity Charitable. Suneel Jain holds a 2017 - 2017 Villanova University. With a robust skill set that includes Risk Management, Banking, Financial Services, Equities, Fixed Income and more. Suneel Jain has 2 emails and 2 mobile phone numbers on RocketReach.
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