Industry Principal, Investments And Financial Services
Current
Oct 2022 - Present
AeroLeads people directory · profile
Arthy Kumar, Cfp® Email & Phone Number
Industry Principal, Investments and Financial Services at Workiva
at
Workiva
1 work email found
@workiva.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Industry Principal, Investments and Financial Services at Workiva
Location
Phoenix, Arizona, United States
Company size
Who is Arthy Kumar, Cfp®? Overview
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Quick answer
Arthy Kumar, Cfp® is listed as Industry Principal, Investments and Financial Services at Workiva at Workiva, a company with 1744 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at workiva.com and a matched LinkedIn profile for Arthy Kumar, Cfp®.
Arthy Kumar, Cfp® previously worked as Industry Principal, Investments and Financial Services at Workiva and Director of Product Marketing, Financial Services at Workiva. Arthy Kumar, Cfp® holds High Potential Leaders Program from The University Of Chicago Booth School Of Business.
Company email context
Email format at Workiva
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*@workiva.com
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AeroLeads found 1 current-domain work email signal for Arthy Kumar, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Arthy Kumar, Cfp®
Certified Financial Planner CFPChartered Financial Planner ChFC25 years in the Financial Services Industry14 Years in the Mutual Fund Industry9 Years in Cloud Software Technology for Investment, Insurance & Banking Legal, Compliance & Financial ReportingSuccessful Sales & Pre-Sales SMELeadership skillsFinancial Planning and Portfolio AnalysisProgram Management leaderLeading cross-functional teamsStrong presentation skillsRelationship ManagerPeople ManagerStrategic Consulting skillsExtensive experience interacting with senior executivesIndividual and Institutional InvestmentsProblem solving and communication skillsRecruiting and training
Listed skills include Mutual Funds, Financial Services, Investments, Relationship Management, and 17 others.
Current workplace
Arthy Kumar, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Workiva
12 roles · 34 years
Arthy Kumar, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Product Marketing, Financial Services
Jun 2018 - Oct 2022
Director Of Program Management
Dec 2017 - Jul 2018
Senior Manager - Global Financial Services
As a Senior Manager in Program Management I am responsible for the ultimate success and growth of the Workiva reporting solution in the Financial Services industry with a specialized focus on Insurance and Investment companies. Serve as a Subject Matter Expert and assist in sales, implementation, marketing, product development and broader strategy Work.
Feb 2016 - Dec 2017
Senior Manager - Investments
The Workiva Fund Reporting Solution leverages the Wdesk Cloud-based technology platform to transform the mutual fund development, launch, maintenance, and compliance process. The solution addresses and solves the difficult problems of collaboration, information consolidation, process control, compliance, and XBRL tagging. As a Senior Success Manager of the.
Dec 2013 - Feb 2016
Customer Success Manager - Funds Reporting Solution
As a member of the Funds Reporting Customer Success Team at WebFilings I strive to ensure my customers' success by acting as an extension of their reporting team. I work closely with the Product Marketing, Product Management, Quality Assurance and Development teams at WebFilings to ensure I'm up-to-date on the latest product improvements, and that customer.
Dec 2012 - Dec 2013
Ceo And Founder
Oct 2010 - Dec 2013
Relationship Manager
Strategically managed a book of business consisting of brand name clients with their 401(k), Defined Benefit and Non-Qualified Plans with $100 to $200 million in plan assets.Served as the single point of contact and acted as trusted advisor in the client's decision making process.Consult with clients around plan design, investment line up and the.
2007 - 2010
~3 yrs
Department And Az Site Manager, Institutional Participant Meetings Group
After successfully presenting over 2,500 meetings nationwide on various financial topics including specialized custom meetings for mergers and acquisitions of major Fortune 100 companies I relocated to the Scottsdale office to start up and build the Institutional Participant Meetings Group.Responsible for hiring, training and managing a team of different.
2003 - 2007
~4 yrs
Executive Financial Planner
Worked with executives and professional firms. Conducted one-on-ones, and offered recommendations on financial plan and helped with implementation.
2001 - 2003
~2 yrs
Financial Planner / Presenter
One of the first members of the newly established department in Institutional Participant Education. Traveled extensively throughout the United States, presenting financial planning seminars to institutional clients and conducted one-on-one meetings with executives.Received numerous positive and note worthy feedback from clients.Worked with Research and.
1997 - 2001
~4 yrs
Financial Planner/Investment Advisor
Associate Financial Planner and Registered Representative – MetLife Assisted senior financial planners Serviced clients with insurance, investments and financial planning needs.Held the following licenses - Life, Accident & Health, Property and Casualty, Series 6 and Series 63
1992 - 1997
~5 yrs
Team & coworkers
Colleagues at Workiva
Other employees you can reach at workiva.com. View company contacts for 1744 employees →
CR
Clark Rabel
Colleague at Workiva
Gilbert, Arizona, United States, United States
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AC
Adriana Costa
Colleague at Workiva
London, England, United Kingdom, United Kingdom
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DH
Dusty Holmes
Colleague at Workiva
Ankeny, Iowa, United States, United States
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OH
Orlando Huaylas Antonio
Colleague at Workiva
Lima, Peru, Peru
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MN
Mohammad Nazruddin Ansari
Colleague at Workiva
Mumbai, Maharashtra, India, India
View →
IH
Ian Hagan
Colleague at Workiva
Denver, Colorado, United States, United States
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KP
Kimberly Pettit
Colleague at Workiva
Ireland, Ireland
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FU
Frank Ugboro
Colleague at Workiva
Greater London, England, United Kingdom, United Kingdom
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DN
Debora Norris
Colleague at Workiva
Mesa, Arizona, United States, United States
View →
CN
Cass N.
Colleague at Workiva
Carmel, Indiana, United States, United States
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Clark Rabel
Colleague at Workiva
Gilbert, Arizona, United States, United States
View →
AC
Adriana Costa
Colleague at Workiva
London, England, United Kingdom, United Kingdom
View →
DH
Dusty Holmes
Colleague at Workiva
Ankeny, Iowa, United States, United States
View →
OH
Orlando Huaylas Antonio
Colleague at Workiva
Lima, Peru, Peru
View →
MN
Mohammad Nazruddin Ansari
Colleague at Workiva
Mumbai, Maharashtra, India, India
View →
IH
Ian Hagan
Colleague at Workiva
Denver, Colorado, United States, United States
View →
KP
Kimberly Pettit
Colleague at Workiva
Ireland, Ireland
View →
FU
Frank Ugboro
Colleague at Workiva
Greater London, England, United Kingdom, United Kingdom
View →
DN
Debora Norris
Colleague at Workiva
Mesa, Arizona, United States, United States
View →
CN
Cass N.
Colleague at Workiva
Carmel, Indiana, United States, United States
View →
3 education records
Arthy Kumar, Cfp® education
High Potential Leaders Program
Cfp, Financial Planning And Services
Bachelor Of Science - Bs, Business/Managerial Economics
FAQ
Frequently asked questions about Arthy Kumar, Cfp®
Quick answers generated from the profile data available on this page.
What company does Arthy Kumar, Cfp® work for?
Arthy Kumar, Cfp® works for Workiva.
What is Arthy Kumar, Cfp®'s role at Workiva?
Arthy Kumar, Cfp® is listed as Industry Principal, Investments and Financial Services at Workiva at Workiva.
What is Arthy Kumar, Cfp®'s email address?
AeroLeads has found 1 work email signal at @workiva.com for Arthy Kumar, Cfp® at Workiva.
Where is Arthy Kumar, Cfp® based?
Arthy Kumar, Cfp® is based in Phoenix, Arizona, United States while working with Workiva.
What companies has Arthy Kumar, Cfp® worked for?
Arthy Kumar, Cfp® has worked for Workiva, Pari Boutique, Vanguard, and Metlife.
Who are Arthy Kumar, Cfp®'s colleagues at Workiva?
Arthy Kumar, Cfp®'s colleagues at Workiva include Clark Rabel, Adriana Costa, Dusty Holmes, Orlando Huaylas Antonio, and Mohammad Nazruddin Ansari.
How can I contact Arthy Kumar, Cfp®?
You can use AeroLeads to view verified contact signals for Arthy Kumar, Cfp® at Workiva, including work email, phone, and LinkedIn data when available.
What schools did Arthy Kumar, Cfp® attend?
Arthy Kumar, Cfp® holds High Potential Leaders Program from The University Of Chicago Booth School Of Business.
What skills is Arthy Kumar, Cfp® known for?
Arthy Kumar, Cfp® is listed with skills including Mutual Funds, Financial Services, Investments, Relationship Management, Retirement Planning, Series 63, Crm, and Finance.
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