Samar R, Cfa Email & Phone Number

Advisory Chief Financial Officer CFO Investments • Board of Directors BOD advisor • Chief Information Officer CIO IT Liaison • Investment expert • 2 - 5 year Financial Plans Performance • Global • Private • Banking • Wealth Management • Retail Banking • Investor Relations (IR) • Multi $MM Business Spend Approvals • Software Infrastructure Banking (as a Service) Managing Executive . Offshoring • Net Zero Leadership • ESG. Diversity Head • HR Finance Lead for Retail Private Wealth Global Markets • Financial Planning Enterprise Resource Planning ERP • SCM • EX • CX • TX • Digital Banking Platforms • Vendor Management Third Party • Digital Transformation C-Suite Advisor to CFO / CIO Group HSBC • Finance Risk Banking Advisor to AML • Audit • SEC • Governance • Compliance . Shareholders • Profitability and Decarbonization • Expert ESG Digital Transformation • Digital Trust SME • Infrastructure Board Advisor • Hybrid-cloud Platforms • Multi-cloud Platforms • Advisory Executive C Suite • Principal Management Consultant Investment Banks • Specialist On-Premises to Cloud • DevOps and Cybersecurity • Sustainability and Impact Investing • ESG Investing • Software as a Service (SaaS) • Platform as a Service (PaaS) • Infrastructure as a Service (IaaS) • Banking as a Service • Anti-Money Laundering (AML) • Know Your Customer (KYC) •

New York, New York, United States

• Asset Manager / Register Investment Advisor (RIA) Trainer • Alpha• Alternative Minimum Tax (AMT) • Annual report • Annualized • Annualized rate of return • Appreciation • Asset allocation • Asset class • Average maturity • Balanced fund • Bear market • Benchmark • Best-in-class• Beta • Blue chip • Board of Trustees • Bond • Bond fund • Breakpoint• Bull market• Capital • Capital gain • Capital gains ex-date • Capital gains long term • Capital gains reinvest NAV • Capital gains short term • Capital loss • Capitalization • Cash equivalent • Center for Carbon Transition (CTT) • Climate action 100+ • Common stock • Contingent deferred sales charge (CDSC) • Corporate bond • Corporate engagement • Corporate social responsibility • Country breakdown • Custodian • Cut-off time • Daily dividend factor (date) • Default • Distribution schedule • Diversification • Dividend • Dividend paid • Dividend reinvest NAV • Dividend yield • Dollar cost averaging • Dow Jones Industrial Average (Dow)

New York, New York, United States

New York, New York, United States

• Environmental, social and governance (ESG) integration• Environmental factors that relate to the quality functioning of natural • Environment, natural systems, carbon emissions, environmental • E-regulations, water stress and waste• Social factors that relate to the rights, well-being• interests of people and communities, labor management, health & safety• Governance relate to the management and oversight of companies and investee • Entities, (board structure)• EPS • Equities • Equity fund • Exclusions • Ex-Dividend • Ex-Dividend date • Exchange privilege • Expense ratio • Expense ratio (date) • Federal Funds Rate (Fed Funds Rate) • Federal Reserve Board (The Fed) • Financial materiality • Fixed income fund • Fixed income security • Fund • Green bonds • Green Bond Principles • Growth investing • Growth stock • Growth-style funds • Impact investing • Investment stewardship • Index • Individual Retirement Account (IRA) • Inflation • Interest rate • Interest-rate risk • Investment advisor • Investment company • Investment grade bonds • Investment objective • Junk bond • Large-cap • Letter of intent • Lipper ratings • Liquidity • Loads (back-end, front-end and no-load) • Long-term investment strategy

New York, New York, United States

New York, New York, United States

• Management fee • Market price • Market risk • Market timing • Maturity • Maturity distribution • Median Market Cap • Mid-cap • Money market mutual fund • Morningstar ratings • Mutual fund • NASDAQ • Net Asset Value per share (NAV) • Number of Holdings • P/B Ratio • Paris Agreement • Par value • Portfolio • Portfolio allocation • Portfolio holdings• Portfolio manager • Positive tilt• Power Purchase Agreements (PPAs) • Preferred stock • Premium • Price-to-book • Price-to-earnings (P/E) Ratio • P/E Ratio (1 yr trailing) (long position) • P/E Ratio (1 yr forecast) • Prospectus • Proxy • Public offering price (POP) • Quality distribution • R2 • Ratings • Recession • Redemption • Reinvestment option • Relative risk and potential return • Renewable Energy Certificates (RECs) • Rights of accumulation • Risk tolerance • Sales charge

New York, New York, United States

• Sector • Sector breakdown • Securities • Securities and Exchange Commission (SEC) • Share • Share class net assets (date) • Share classes • Sharpe Ratio • Short-term investment • Small-cap • Social bonds • Standard & Poor's Index • Standard Deviation • Statement of additional information (SAI) • Stock • Stockholder • Sustainability Accounting Standards Board (SASB) • Sustainability Bonds • Sustainable Development Goals (SDGs) • Sustainable investing • Sustainability-Linked Bonds (SLB’s) • Systematic investment plan• Task Force On Climate-related Financial Disclosures (TCFD) • Tax-exempt income • Thematic: • Time horizon • Top 10 holdings • Top 10 long and short positions • Top five contributors • Top five detractors • Top five holdings • Top five industries• Total return • Tracking Error • Transfer agent • Treasury bill • Treasury bond • Treasury note • Treasury security • Trustee • Turnover Ratio • United Nations-convened Net-Zero Asset Owner Alliance • United Nations Global Compact (UNGC) • United Nations-Supported Principles for Responsible Investment (PRI)• Valuation • Value investing • Value stock • Value-style funds • Volatility • Weighted. Avg. Market Cap • Weighted average maturity • YTD total return • YTD • YTD Return (w load) • Yield • Yield to maturity • Yield to maturity distribution • 12b-1 fee • 30-day SEC yield (date) • 52 Week High • 52 Week Low

New York, New York, United States

• Alternate Investment ESG • Real Estate • Data Protection • Big Data Analytics Retail Merchants e-commerce • Private Equity • Derivatives • Intelligence for Allocators, Investors • Portfolio Management Asset Management • Customer Journey Expert • Technology Sourcing • Renewable Energy Investments Software • Mergers and Acquisitions (M&A) • Core Banking Architecture Layers • Procurement Specialist Muti Million $ • nCino, Adenza, Finastra, Finnacle, Temenos • Register Investment Advisor RIA Trainer / Asset Managers •

Remote, San Jose, California, United States

• Enterprise Resource Planning (ERP) • Service-oriented Architecture (SOA) • Security Orchestration, Automation and Response (SOAR) • General Data Protection Regulation (GDPR) • Mobile Banking • Smarter Devices • Datafication • Robotic Process Automation (RPA) • Employee Engagement EX • Customer Experience CX • Predictive Modeling Analysis • Geographic Data Mapping • Data analytics Data Center Data Lakes • Centralized Data Centers • Digital forensics • E-discovery tools • E-Commerce Expert Amazon Walmart • Case management tools • Computer vision analytics • Robotics • Text Mining • Service-Level Agreement (SLA) • Transaction Analysis • Power BI • Tableau • Excel • Artificial Intelligence (AI) • Legal • Regulatory • Behavioral biometrics • Compliance Framework • Data governance and transparency • Machine Learning (ML) • Cryptocurrency Tracing • Anti-Fraud Detection • Surveillance Software • Biometrics FIDO • Physical biometrics • Computer vision analysis • Sentiment Analysis • Behavioral biometrics • Emotional Tone • Exception reporting • Anomaly detection • Data visualization • Card Payments • Business Rules • Embedded Finance • Open API • 3DS • PSD2 • Virtual Banking • Fintech • Open Banking • Sarbanes Oxley SOX • SEC • Generally Accepted Accounting Principles (GAAP) • International Financial Reporting Standards (IFRS) • Digital Banking Engagement Platform (DEP) • Cryptocurrency • Blockchain/distributed ledger technology • Virtual VR / Augmented Reality AR • Decentralized Autonomous Organizations (DAO) • Decentralized Finance DeFi • Government Accountability Office (GAO) • Utility • Stable Coins • Payment • Security • Scalability • Omni Channel Orchestration • Retail Unified Commerce Platforms • Retail Managing Director • Supply Chain Management (SCM) • Materials Requirements Planning (MRP) • Customer Relationship Management (CRM) •

Santa Clara, California, United States

Enterprise Resource Planning (ERP) • Service-oriented Architecture (SOA) • Security Orchestration, Automation and Response (SOAR) • General Data Protection Regulation (GDPR) • Mobile Banking • Smarter Devices • Datafication • Robotic Process Automation (RPA) • Employee Engagement EX • Customer Experience CX • Predictive Modeling Analysis • Geographic Data Mapping • Data analytics Data Center Data Lakes • Centralized Data Centers • Digital forensics • E-discovery tools • E-Commerce Expert Amazon Walmart • Case management tools • Computer vision analytics • Robotics • Text Mining • Service-Level Agreement (SLA) • Transaction Analysis • Power BI • Tableau • Excel • Artificial Intelligence (AI) • Legal • Regulatory • Behavioral biometrics • Compliance Framework • Data governance and transparency • Machine Learning (ML) • Cryptocurrency Tracing • Anti-Fraud Detection • Surveillance Software • Biometrics FIDO • Physical biometrics • Computer vision analysis • Sentiment Analysis • Behavioral biometrics • Emotional Tone • Exception reporting • Anomaly detection • Data visualization • Card Payments • Business Rules • Embedded Finance • Open API • 3DS • PSD2 • Virtual Banking • Fintech • Open Banking • Sarbanes Oxley SOX • SEC • Generally Accepted Accounting Principles (GAAP) • International Financial Reporting Standards (IFRS) • Digital Banking Engagement Platform (DEP) • Cryptocurrency • Blockchain/distributed ledger technology • Virtual VR / Augmented Reality AR • Decentralized Autonomous Organizations (DAO) • Decentralized Finance DeFi • Government Accountability Office (GAO) • Utility • Stable Coins • Payment • Security • Scalability • Omni Channel Orchestration • Retail Unified Commerce Platforms • Retail Managing Director • Supply Chain Management (SCM) • Materials Requirements Planning (MRP) • Customer Relationship Management (CRM) •

Burbank, California, United States

Enterprise Resource Planning (ERP) • Service-oriented Architecture (SOA) • Security Orchestration, Automation and Response (SOAR) • General Data Protection Regulation (GDPR) • Mobile Banking • Smarter Devices • Datafication • Robotic Process Automation (RPA) • Employee Engagement EX • Customer Experience CX • Predictive Modeling Analysis • Geographic Data Mapping • Data analytics Data Center Data Lakes • Centralized Data Centers • Digital forensics • E-discovery tools • E-Commerce Expert Amazon Walmart • Case management tools • Computer vision analytics • Robotics • Text Mining • Service-Level Agreement (SLA) • Transaction Analysis • Power BI • Tableau • Excel • Artificial Intelligence (AI) • Legal • Regulatory • Behavioral biometrics • Compliance Framework • Data governance and transparency • Machine Learning (ML) • Cryptocurrency Tracing • Anti-Fraud Detection • Surveillance Software • Biometrics FIDO • Physical biometrics • Computer vision analysis • Sentiment Analysis • Behavioral biometrics • Emotional Tone • Exception reporting • Anomaly detection • Data visualization • Card Payments • Business Rules • Embedded Finance • Open API • 3DS • PSD2 • Virtual Banking • Fintech • Open Banking • Sarbanes Oxley SOX • SEC • Generally Accepted Accounting Principles (GAAP) • International Financial Reporting Standards (IFRS) • Digital Banking Engagement Platform (DEP) • Cryptocurrency • Blockchain/distributed ledger technology • Virtual VR / Augmented Reality AR • Decentralized Autonomous Organizations (DAO) • Decentralized Finance DeFi • Government Accountability Office (GAO) • Utility • Stable Coins • Payment • Security • Scalability • Omni Channel Orchestration • Retail Unified Commerce Platforms • Retail Managing Director • Supply Chain Management (SCM) • Materials Requirements Planning (MRP) • Customer Relationship Management (CRM) •

New York, New York, United States

Welwyn Garden City, England, United Kingdom

• Enterprise Resource Planning (ERP) • Service-oriented Architecture (SOA) • Security Orchestration, Automation and Response (SOAR) • General Data Protection Regulation (GDPR) • Mobile Banking • Smarter Devices • Datafication • Robotic Process Automation (RPA) • Employee Engagement EX • Customer Experience CX • Predictive Modeling Analysis • Geographic Data Mapping • Data analytics Data Center Data Lakes • Centralized Data Centers • Digital forensics • E-discovery tools • E-Commerce Expert Amazon Walmart • Case management tools • Computer vision analytics • Robotics • Text Mining • Service-Level Agreement (SLA) • Transaction Analysis • Power BI • Tableau • Excel • Artificial Intelligence (AI) • Legal • Regulatory • Behavioral biometrics • Compliance Framework • Data governance and transparency • Machine Learning (ML) • Cryptocurrency Tracing • Anti-Fraud Detection • Surveillance Software • Biometrics FIDO • Physical biometrics • Computer vision analysis • Sentiment Analysis • Behavioral biometrics • Emotional Tone • Exception reporting • Anomaly detection • Data visualization • Card Payments • Business Rules • Embedded Finance • Open API • 3DS • PSD2 • Virtual Banking • Fintech • Open Banking • Sarbanes Oxley SOX • SEC • Generally Accepted Accounting Principles (GAAP) • International Financial Reporting Standards (IFRS) • Digital Banking Engagement Platform (DEP) • Cryptocurrency • Blockchain/distributed ledger technology • Virtual VR / Augmented Reality AR • Decentralized Autonomous Organizations (DAO) • Decentralized Finance DeFi • Government Accountability Office (GAO) • Utility • Stable Coins • Payment • Security • Scalability • Omni Channel Orchestration • Retail Unified Commerce Platforms • Retail Managing Director • Supply Chain Management (SCM) • Materials Requirements Planning (MRP) • Customer Relationship Management (CRM) •

Seattle, Washington, United States

Point of Sale Softwares • Cashier Less Checkout • Card Not Present (CNP) • Enterprise Resource Planning (ERP) • Service-oriented Architecture (SOA) • Security Orchestration, Automation and Response (SOAR) • General Data Protection Regulation (GDPR) • Mobile Banking • Smarter Devices • Datafication • Robotic Process Automation (RPA) • Employee Engagement EX • Customer Experience CX • Predictive Modeling Analysis • Geographic Data Mapping • Data analytics Data Center Data Lakes • Centralized Data Centers • Digital forensics • E-discovery tools • E-Commerce Expert Amazon Walmart • Case management tools • Computer vision analytics • Robotics • Text Mining • Service-Level Agreement (SLA) • Transaction Analysis • Power BI • Tableau • Excel • Artificial Intelligence (AI) • Legal • Regulatory • Behavioral biometrics • Compliance Framework • Data governance and transparency • Machine Learning (ML) • Cryptocurrency Tracing • Anti-Fraud Detection • Surveillance Software • Biometrics FIDO • Physical biometrics • Computer vision analysis • Sentiment Analysis • Behavioral biometrics • Emotional Tone • Exception reporting • Anomaly detection • Data visualization • Card Payments • Business Rules • Embedded Finance • Open API • 3DS • PSD2 • Virtual Banking • Fintech • Open Banking • Sarbanes Oxley SOX • SEC • Generally Accepted Accounting Principles (GAAP) • International Financial Reporting Standards (IFRS) • Digital Banking Engagement Platform (DEP) • Cryptocurrency • Blockchain/distributed ledger technology • Virtual VR / Augmented Reality AR • Decentralized Autonomous Organizations (DAO) • Decentralized Finance DeFi • Government Accountability Office (GAO) • Utility • Stable Coins • Payment • Security • Scalability • Omni Channel Orchestration • Retail Unified Commerce Platforms • Retail Managing Director • Supply Chain Management (SCM) • Materials Requirements Planning (MRP) • Customer Relationship Management (CRM) •

Remote, London, England, United Kingdom

Net Zero • Accelerated Digital Transformation • Artificial Intelligence • Data Analytics • Data Manipulation • Data Cleansing • Big Data Robotics • Customer Relationship Management CRM • Human Capital Management HCM • NLP • Enterprise Resource Management ERP • Voice Sentiments • Biometrics • 3DS • Business Development Intelligence • Strategy • Financial Planning Analysis (FP&A) • Financial Management Accounting • Fin Tech • Vendor Management • Software as a Service SaaS • E-commerce • Retail Wealth • Top Down Budgeting • Reporting • Consolidations • Digital Mergers & Acquisitions M&A • Data Visualization • Forecasting • Rolling Forecasts • Open Banking • SOX 404 • (GAAP) • International Financial Reporting Standards (IFRS) • Real Time Data • Tax Compliance • Financial Audits • Salesforce B2B Commerce • Mobile Commerce • E-commerce Optimization • Anti-Money Laundering • Merchant Acquiring • Credit Cards • Payment Card Processing • Data Centers • Statistical Data Analysis • Big Data Analytics • Private Equity • Asset Management · Commercial Real Estate · Alternative Investments · Financial Risk Management • Credit Risk Management · Hedge Funds · FX Derivatives · Equity Derivatives • Fund Derivatives • Portfolio Risk Management • Global Cross-Functional Team Leadership • Commercial Banking • Wealth Management • Decision-Making • Negotiation • People Management • Problem Solving • Private Banking • Team Management • Financial Planning • Investments • Business Development • Risk Management • Trade Surveillance • Venture Capital • ESG • Capital Markets • Advisory Boards • Mergers and Acquisitions M&A • Registered Investment Advisor • Financial Services · Precious Metals • Global Regulatory Compliance • General Data Protection Regulation (GDPR) · Cloud Computing • Decarbonization • Limited Partnerships • Realtime Payments • Top–Down Risk Assessments (TDRA) • J-SOX

New York, New York, United States

Remote, Chicago, Illinois, United States

Remote, Pennsylvania, United States

Boston, Massachusetts, United States

Cupertino, California, United States

Point of Sale Softwares • Cashier Less Checkout • Card Not Present (CNP) • Enterprise Resource Planning (ERP) • Service-oriented Architecture (SOA) • Security Orchestration, Automation and Response (SOAR) • General Data Protection Regulation (GDPR) • Mobile Banking • Smarter Devices • Datafication • Robotic Process Automation (RPA) • Employee Engagement EX • Customer Experience CX • Predictive Modeling Analysis • Geographic Data Mapping • Data analytics Data Center Data Lakes • Centralized Data Centers • Digital forensics • E-discovery tools • E-Commerce Expert Amazon Walmart • Case management tools • Computer vision analytics • Robotics • Text Mining • Service-Level Agreement (SLA) • Transaction Analysis • Power BI • Tableau • Excel • Artificial Intelligence (AI) • Legal • Regulatory • Behavioral biometrics • Compliance Framework • Data governance and transparency • Machine Learning (ML) • Cryptocurrency Tracing • Anti-Fraud Detection • Surveillance Software • Biometrics FIDO • Physical biometrics • Computer vision analysis • Sentiment Analysis • Behavioral biometrics • Emotional Tone • Exception reporting • Anomaly detection • Data visualization • Card Payments • Business Rules • Embedded Finance • Open API • 3DS • PSD2 • Virtual Banking • Fintech • Open Banking • Sarbanes Oxley SOX • SEC • Generally Accepted Accounting Principles (GAAP) • International Financial Reporting Standards (IFRS) • Digital Banking Engagement Platform (DEP) • Cryptocurrency • Blockchain/distributed ledger technology • Virtual VR / Augmented Reality AR • Decentralized Autonomous Organizations (DAO) • Decentralized Finance DeFi • Government Accountability Office (GAO) • Utility • Stable Coins • Payment • Security • Scalability • Omni Channel Orchestration • Retail Unified Commerce Platforms • Retail Managing Director • Supply Chain Management (SCM) • Materials Requirements Planning (MRP) • Customer Relationship Management (CRM) •

Remote, New York, United States

Seattle, Washington, United States

Cambridge, Massachusetts, United States

Master Of Business Administration - Mba

Master Of Science - Ms

Bachelor Of Science - Bs