Kirtan  Thakkar

Kirtan Thakkar Email and Phone Number

Executive Director - Business Growth Strategy Wealth and Investment Management @ Wells Fargo
Chicago, IL, US
Kirtan Thakkar's Location
Greater Chicago Area, United States, United States
Kirtan Thakkar's Contact Details

Kirtan Thakkar personal email

About Kirtan Thakkar

Thought Leader | Instructional Design Expert | Public Speaker | Creative PhilanthropistThroughout my career, I’ve held firm in the belief that an organization’s investment toward their people can yield profits and efficiencies greater than the most technology enhancements or innovative process improvements.As the Vice President in Learning and Development within JPM Chase Bank’s Asset Management division, I partner with the business to create, develop, deliver robust training that encompasses both technical and soft skills. I am the ideas guy – thinking outside the box to provide an exceptional training experience. I focus my time as a trainer on ensuring an exceptional employee experience – every time – while fostering the core beliefs of a great culture. Prior to my life as a trainer, I served as a Team Lead for a startup operation at JPMorgan Asset Management in the AML/KYC department. In this capacity, I was a key factor in outlining and implementing the department’s operational foundation, establishing a legacy for years to come. As a growth-oriented team player and articulate communicator, I led my team to the Top 3 in efficiency and the lowest error rates in the global operation.A major contributor to my ethos stems from my philanthropic involvement and experience with BAPS, which has molded me into the citizen I am today. I spend my free time giving back to the community that invested in me. If your team is looking for a highly emotionally intelligent leader with the boldness to design and execute a transformative learning program that will engage and empower employees to achieve their fullest potential, let’s connect and make change happen together. -KT

Kirtan Thakkar's Current Company Details
Wells Fargo

Wells Fargo

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Executive Director - Business Growth Strategy Wealth and Investment Management
Chicago, IL, US
Website:
wellsfargo.com
Employees:
205138
Kirtan Thakkar Work Experience Details
  • Wells Fargo
    Executive Director - Business Growth Strategy Wealth And Investment Management
    Wells Fargo
    Chicago, Il, Us
  • Jpmorgan Chase & Co.
    Vice President Of Learning And Development
    Jpmorgan Chase & Co. Jan 2019 - Present
    New York, Ny, Us
    • Spearheaded COVID-19 strategy to virtually onboard 200+ employees on Operations Team• Decreased travel budget 30% by leveraging Adobe Connect Technology to simulate an instructor-led classroom in a global, virtual setting• Improved diversity and inclusion engagement scores from 80% to 96%• Maximize employee retention by revamping quarterly onboarding program to incorporate activity-based training methods• Champion professional development training for firm’s senior leaders • Implement emerging technology to enhance learning experiences, provide clarity to existing procedures, and improve participation by 10%• Partner with external training vendors to coordinate seamless deployment of corporate compliance trainings
  • Jpmorgan Chase & Co.
    Training Specialist
    Jpmorgan Chase & Co. May 2016 - Present
    New York, Ny, Us
    • Design, develop, and deliver proactive technical training for 500+ operations team members • Maximize employee retention by revamping quarterly onboarding program to incorporate activity-based training methods• Achieved 3 consecutive months of 0% errors by analyzing quality results to identify areas of opportunity and deliver targeted training• Developed and facilitated professional skills training, including Presentation Skills, Business Writing, and Communication Strategies • Invigorate innovation and creativity in the training department by consistently challenging training methods, specifically around the on-boarding process• Create videos and participant guides to contribute to the ongoing improvement to the mortgage process
  • Jpmorgan Chase & Co.
    Aml Kyc Onboarding Officer Team Lead
    Jpmorgan Chase & Co. Feb 2015 - May 2016
    New York, Ny, Us
    • Established foundation for a startup operation, leveraging agile methodology to cut turnaround times for KYC completion by over 50%• Engaged front office partners to ensure smooth onboarding process for more than 1,000 high net-worth clients to drive customer satisfaction• Reviewed and analyzed 30,000 client’s KYC information and financials to determine and mitigate any reputational risk by onboarding the client• Oversaw a team of AML/KYC Onboarding Officers to ensure first class customer services for new and existing client's and that all client are compliant with regulatory standards• Developed KYC expertise on account opening standards, guidelines policies, and procedures• Addressed all escalations from both internal and external clients• Drove process improvement and ensure all client profiles are up to standard prior to anniversary date
  • Jpmorgan Chase & Co.
    Voluntary Employment Gap: Sarangpur Monastery Monk In Training
    Jpmorgan Chase & Co. Feb 2014 - Feb 2015
    New York, Ny, Us
    • Pursued a one year Monk in Training program in India, studying Philosophy, Religion, Music, and Character
  • Jpmorgan Chase & Co.
    Senior Loan Processor
    Jpmorgan Chase & Co. Oct 2011 - Feb 2014
    New York, Ny, Us
    • Achieved 16 consecutive months as a Top-20 Processor with 0% error rate • Audited client data and tax returns to ensure regulatory compliance• Processed a variety of loans for Chase Private Client customer base, leveraging comprehensive knowledge of the rules and guidelines of each of the loan programs available

Kirtan Thakkar Skills

Microsoft Office Customer Service Management Microsoft Excel Mortgage Lending Mortgage Banking Project Management Data Analysis Training And Development Powerpoint Communication Training Communication Skills Risk Management Leadership Kyc Organizational Culture Operations Management Analysis Onboarding Team Leadership Teamwork Training Delivery Learning Management Systems Retail Banking Anti Money Laundering Change Management Operational Excellence Public Speaking Leadership Development Account Management Business Process Improvement E Learning Learning Management Problem Solving Instructional Design Business Analysis Human Resources Business Development Culture Change Organizational Development Talent Management Collaborative Innovation Creative Visualization Creative Content Production Adobe Connect Articulate Storyline Integration Project Planning Logistics Management Loan Origination Loans Budgets Compliance Residential Mortgages Fha Investment Properties Finance Accounting Financial Analysis Banking

Kirtan Thakkar Education Details

  • Depaul University
    Depaul University
    Financial Mathematics

Frequently Asked Questions about Kirtan Thakkar

What company does Kirtan Thakkar work for?

Kirtan Thakkar works for Wells Fargo

What is Kirtan Thakkar's role at the current company?

Kirtan Thakkar's current role is Executive Director - Business Growth Strategy Wealth and Investment Management.

What is Kirtan Thakkar's email address?

Kirtan Thakkar's email address is kt****@****ail.com

What is Kirtan Thakkar's direct phone number?

Kirtan Thakkar's direct phone number is +163074*****

What schools did Kirtan Thakkar attend?

Kirtan Thakkar attended Depaul University.

What are some of Kirtan Thakkar's interests?

Kirtan Thakkar has interest in Football, Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Reading, Arts And Culture, Sports, Watching Basketball, The Arts.

What skills is Kirtan Thakkar known for?

Kirtan Thakkar has skills like Microsoft Office, Customer Service, Management, Microsoft Excel, Mortgage Lending, Mortgage Banking, Project Management, Data Analysis, Training And Development, Powerpoint, Communication, Training.

Who are Kirtan Thakkar's colleagues?

Kirtan Thakkar's colleagues are Kelvin Koh, Cipm, Kari Askeland, Mohd Ibrahim, Barbara Stirling, Shivani Seth, Erin Uecker, Melanie Thao.

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