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Kaushal Kumar Email & Phone Number
Incoming Associate @ Merrill Private Wealth Management
at
Merrill Lynch
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Incoming Associate @ Merrill Private Wealth Management
Location
Cupertino, California, United States
Company size
Who is Kaushal Kumar? Overview
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Quick answer
Kaushal Kumar is listed as Incoming Associate @ Merrill Private Wealth Management at Merrill Lynch, a with 34842 employees, based in Cupertino, California, United States. AeroLeads shows a matched LinkedIn profile for Kaushal Kumar.
Kaushal Kumar previously worked as Wealth Management Summer Analyst at Merrill Lynch and Sales Incentive Compensation Intern at Exact Sciences. Kaushal Kumar holds Bachelor'S Degree, Economics, Senior from Uc San Diego.
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Merrill Lynch
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Profile bio
About Kaushal Kumar
Senior studying economics and finance at the University of California San Diego. CFA L1 Candidate.
Current workplace
Kaushal Kumar's current company
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Merrill Lynch
5 roles
Kaushal Kumar work experience
A career timeline built from the work history available for this profile.
Wealth Management Summer Analyst
• Contributed to the development of investment strategies through detailed analysis of various alternative investment products and segments spanning Private Equity, Hedge Funds, Private Credit and Infrastructure. • Assisted with the creation and implementation of comprehensive financial plans, effectively managing concentrated stock positions, addressing illiquidity, optimizing tax strategies, and facilitating wealth transfer.• Supported clients and key stakeholders by performing tasks such as compiling tax documents, facilitating fund transfers, and opening accounts in a timely manner.
Jun 2024 - Aug 2024
Sales Incentive Compensation Intern
• Applied qualitative and quantitative analysis to model territory and account payouts based on data from Sales Operations and Forecasting teams.• Leveraged Excel, Tableau, and Snowflake to build dynamic views and models tracking sales and compensation metrics at regional, market, and employee levels.• Provided Incentive Compensation reporting to field, sales leadership, home office, HR, and Finance Teams.
Jun 2023 - Aug 2023
Performance Operations Intern
• Helped automate over 900 client quarterly performance reports saving client teams thousands of hours per year• Wrote script to validate firm-wide financial data pipelines for key statistics like revenue and managed assets• Led creation and release of Salesforce screen flow, empowering client-facing teams to efficiently create and configure custom client reports
Nov 2022 - May 2023
Robin'S School Of Business Research Assistant
• Analyzed US Census data to identify the effectiveness of Opportunity Zones relative to their locality to metropolitan areas
Jan 2022 - May 2022
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 34842 employees →
RM
Roselee Mahon
Colleague at Merrill LynchFeasterville-Trevose, Pennsylvania, United States
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ER
Emil Robles, Crpc®
Colleague at Merrill LynchChandler, Arizona, United States
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CB
Christopher Bilton
Colleague at Merrill LynchChicago, Illinois, United States
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ML
Marcia Lisboa
Colleague at Merrill LynchDelray Beach, Florida, United States
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BS
Bo Smithwick
Colleague at Merrill LynchShreveport, Louisiana, United States
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GR
Gregory Rosetti
Colleague at Merrill LynchScranton, Pennsylvania, United States
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SS
Sharon Stone
Colleague at Merrill LynchHaven, Kansas, United States
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JH
Josie Hoffman, Cfp®, Crpc™, Chsnc®
Colleague at Merrill LynchFrederick, Maryland, United States
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JG
Jalon Gentry
Colleague at Merrill LynchCedar Hill, Texas, United States
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LP
Lindsy Partridge
Colleague at Merrill LynchAuburn Hills, Michigan, United States
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Roselee Mahon
Colleague at Merrill LynchFeasterville-Trevose, Pennsylvania, United States
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ER
Emil Robles, Crpc®
Colleague at Merrill LynchChandler, Arizona, United States
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CB
Christopher Bilton
Colleague at Merrill LynchChicago, Illinois, United States
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ML
Marcia Lisboa
Colleague at Merrill LynchDelray Beach, Florida, United States
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BS
Bo Smithwick
Colleague at Merrill LynchShreveport, Louisiana, United States
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GR
Gregory Rosetti
Colleague at Merrill LynchScranton, Pennsylvania, United States
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SS
Sharon Stone
Colleague at Merrill LynchHaven, Kansas, United States
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JH
Josie Hoffman, Cfp®, Crpc™, Chsnc®
Colleague at Merrill LynchFrederick, Maryland, United States
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JG
Jalon Gentry
Colleague at Merrill LynchCedar Hill, Texas, United States
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LP
Lindsy Partridge
Colleague at Merrill LynchAuburn Hills, Michigan, United States
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4 education records
Kaushal Kumar education
Bachelor'S Degree, Economics, Senior
Economics
Economics
Education record
FAQ
Frequently asked questions about Kaushal Kumar
Quick answers generated from the profile data available on this page.
What company does Kaushal Kumar work for?
Kaushal Kumar works for Merrill Lynch.
What is Kaushal Kumar's role at Merrill Lynch?
Kaushal Kumar is listed as Incoming Associate @ Merrill Private Wealth Management at Merrill Lynch.
Where is Kaushal Kumar based?
Kaushal Kumar is based in Cupertino, California, United States while working with Merrill Lynch.
What companies has Kaushal Kumar worked for?
Kaushal Kumar has worked for Merrill Lynch, Exact Sciences, Ieq Capital, and University Of Richmond - Robins School Of Business.
Who are Kaushal Kumar's colleagues at Merrill Lynch?
Kaushal Kumar's colleagues at Merrill Lynch include Roselee Mahon, Emil Robles, Crpc®, Christopher Bilton, Marcia Lisboa, and Bo Smithwick.
How can I contact Kaushal Kumar?
You can use AeroLeads to view verified contact signals for Kaushal Kumar at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Kaushal Kumar attend?
Kaushal Kumar holds Bachelor'S Degree, Economics, Senior from Uc San Diego.
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