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Ashish Phansopkar, Cfa, Caia, Mba Email & Phone Number

Associate Director - Research and Due Diligence at Cambridge Investment Research, Inc.
Location: Greater Phoenix Area, United States, United States 10 work roles 2 schools
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Current company
Cambridge Investment Research, Inc.
Role
Associate Director - Research and Due Diligence
Location
Greater Phoenix Area, United States, United States
Company size
1257 employees

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Ashish Phansopkar, Cfa, Caia, Mba is listed as Associate Director - Research and Due Diligence at Cambridge Investment Research, Inc., a company with 1257 employees, based in Greater Phoenix Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Ashish Phansopkar, Cfa, Caia, Mba.

Ashish Phansopkar, Cfa, Caia, Mba previously worked as Associate Director - Research & Due Diligence at Cambridge Investment Research, Inc. and Due Diligence Investment Analyst at Cambridge Investment Research, Inc.. Ashish Phansopkar, Cfa, Caia, Mba holds Mba, International Business, Magna Cum Laude - 3.79 / 4.0 from Liberty University.

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Cambridge Investment Research, Inc.

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About Ashish Phansopkar, Cfa, Caia, Mba

At the forefront of Cambridge Investment Research, Inc., my role as Associate Director in Research & Due Diligence leverages my Chartered Financial Analyst credentials and sharp financial planning skills. Overseeing a high-performing team, we excel in comprehensive asset analysis, including equity, fixed income, and private market offerings, ensuring each investment aligns with our rigorous standards.Our collaborations with investment managers have successfully expanded Cambridge's offerings, while my in-depth market reports inform strategic decisions. With a keen eye on market trends and product performance, our team's commitment to excellence underpins the trust placed in us by our clients and stakeholders.

Current workplace

Ashish Phansopkar, Cfa, Caia, Mba's current company

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Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc.
Associate Director - Research and Due Diligence
Phoenix, AZ, US
Website
joincambridge.com
Employees
1257
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10 roles · 21 years

Ashish Phansopkar, Cfa, Caia, Mba work experience

A career timeline built from the work history available for this profile.

Associate Director - Research & Due Diligence

Current
Cambridge Investment Research, Inc.

Phoenix, Arizona, United States

Conducted thorough research and due diligence across various asset classes, including equity, fixed income, private equity, private credit, structured products, and hedge funds, to ensure comprehensive analysis and well-informed decision-making. Managed a high-performance team of analysts responsible for evaluating private market offerings and determining.

Jan 2022 - Present

Due Diligence Investment Analyst

Cambridge Investment Research, Inc.

Greater Phoenix Area

Conducted thorough research and due diligence across various asset classes, including equity, fixed income, private equity, private credit, structured products, and hedge funds, to ensure comprehensive analysis and well-informed decision-making. Managed a high-performance team of analysts responsible for evaluating private market offerings and determining.

2017 - 2022 ~5 yrs

Business Consultant

Htm Hydraulics Private Limited

Cedar Falls, IA

Market Research & Business Development.

2011 - 2019 ~8 yrs

Relationship Manager/Analyst

Ameriprise Financial Services, Inc.

Cedar Falls, Iowa, United States

Cultivated strong client relationships by providing personalized financial advice and tailored investment solutions that align with their specific needs. Developed and implemented individualized plans that consider clients' objectives, while carefully assessing risk and return factors. Monitored and evaluated clients' investment portfolios, making.

2015 - 2017 ~2 yrs

Registered Investment Advisor

Lpl Financial

Cedar Falls, IA

Conducted comprehensive financial analyses for clients, evaluating their existing financial status, investment holdings, and risk tolerance to provide personalized financial advice and solutions. Acted as the primary point of contact for clients, assisting in the creation and presentation of financial plans and investment proposals to ensure clarity and.

2014 - 2015 ~1 yr

Program Manager

Capital One

Mclean, VA

  • Directed cross-functional teams of assistant managers, risk managers, and specialists to achieve quarterly targets.
  • Formulated and presented recommendations to senior management based on benchmarking studies, securing approval for critical business improvement initiatives.  Conceptualized and implemented an Executive e-Scorecard.
Oct 2012 - Jan 2014

Full-Time Mba Student

Liberty University

Lynchburg, Virginia Area

Specialized in International Business and Global Financial Markets during my full-time MBA studies.Recognized researchEconomic Assessment: Spain (Case Study) --Post the impact of GFC, analyzed Spain’s business environment for MNC profitability, considering economic, labor, social, and immigration factors. White Paper on Strategic Management.

2010 - 2012 ~2 yrs

Sr. Regional Service Delivery Manager

Capital One

Richmond, VA

  • Directed cross-functional teams of assistant managers, risk managers, and specialists to achieve quarterly targets.
  • Formulated and presented recommendations to senior management based on benchmarking studies, securing approval for critical business improvement initiatives.  Executed a Green Belt Six Sigma project, reducing new hire.
2008 - 2009 ~1 yr

Regional Service Delivery Manager

Capital One

Richmond, Virginia Area

Successfully managed transitions, projects, and suppliers across 7 locations in South East AsiaChampioned process enhancement initiatives to drive organizational efficiency and effectivenessUtilized project management methodologies, including planning, execution, and monitoring to achieve project objectivesManaged stakeholders and effectively communicated.

2005 - 2008 ~3 yrs
Team & coworkers

Colleagues at Cambridge Investment Research, Inc.

Other employees you can reach at joincambridge.com. View company contacts for 1257 employees →

PH Peggy Hoskins Peggy Hoskins Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → RA Raul A. Calle,Clu®, Chfc®, Cfp®, Msfs Raul A. Calle,Clu®, Chfc®, Cfp®, Msfs Colleague at Cambridge Investment Research, Inc. Newtown Grant, Pennsylvania, United States, United States View → MR Monica Rodgers Monica Rodgers Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → VG Valeri Goyne Valeri Goyne Colleague at Cambridge Investment Research, Inc. Phoenix, Arizona, United States, United States View → DB Dave Baker Dave Baker Colleague at Cambridge Investment Research, Inc. Fort Myers, Florida, United States, United States View → CS Charles St. John Charles St. John Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → DE Darren Evavold Darren Evavold Colleague at Cambridge Investment Research, Inc. East Grand Forks, Minnesota, United States, United States View → EA E. Andre Williams E. Andre Williams Colleague at Cambridge Investment Research, Inc. Raleigh, North Carolina, United States, United States View → JF Jim Freese, Cima® Retired Jim Freese, Cima® Retired Colleague at Cambridge Investment Research, Inc. Iowa City-Cedar Rapids Area, United States View → JC Jason Cole Jason Cole Colleague at Cambridge Investment Research, Inc. Tucson, Arizona, United States, United States View →
2 education records

Ashish Phansopkar, Cfa, Caia, Mba education

Mba, International Business, Magna Cum Laude - 3.79 / 4.0

Liberty University

Activities and Societies: Specialized in: - Global Financial Markets - Corporate Finance - International Business

(Erstwhile - University Of Pune) Bachelor'S Degree, Mechanical Engineering

Savitribai Phule Pune University

Activities and Societies: Specialized in - Total Quality Management - Quality Circles - Six Sigma Implementation

FAQ

Frequently asked questions about Ashish Phansopkar, Cfa, Caia, Mba

Quick answers generated from the profile data available on this page.

What company does Ashish Phansopkar, Cfa, Caia, Mba work for?

Ashish Phansopkar, Cfa, Caia, Mba works for Cambridge Investment Research, Inc..

What is Ashish Phansopkar, Cfa, Caia, Mba's role at Cambridge Investment Research, Inc.?

Ashish Phansopkar, Cfa, Caia, Mba is listed as Associate Director - Research and Due Diligence at Cambridge Investment Research, Inc..

Where is Ashish Phansopkar, Cfa, Caia, Mba based?

Ashish Phansopkar, Cfa, Caia, Mba is based in Greater Phoenix Area, United States, United States while working with Cambridge Investment Research, Inc..

What companies has Ashish Phansopkar, Cfa, Caia, Mba worked for?

Ashish Phansopkar, Cfa, Caia, Mba has worked for Cambridge Investment Research, Inc., Htm Hydraulics Private Limited, Ameriprise Financial Services, Inc., Lpl Financial, and Capital One.

Who are Ashish Phansopkar, Cfa, Caia, Mba's colleagues at Cambridge Investment Research, Inc.?

Ashish Phansopkar, Cfa, Caia, Mba's colleagues at Cambridge Investment Research, Inc. include Peggy Hoskins, Raul A. Calle,Clu®, Chfc®, Cfp®, Msfs, Monica Rodgers, Valeri Goyne, and Dave Baker.

How can I contact Ashish Phansopkar, Cfa, Caia, Mba?

You can use AeroLeads to view verified contact signals for Ashish Phansopkar, Cfa, Caia, Mba at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.

What schools did Ashish Phansopkar, Cfa, Caia, Mba attend?

Ashish Phansopkar, Cfa, Caia, Mba holds Mba, International Business, Magna Cum Laude - 3.79 / 4.0 from Liberty University.

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