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Kaushal Kumar Email & Phone Number
Incoming Associate @ Merrill Private Wealth Management
at
Merrill Lynch
LinkedIn matched
✓ Verified May 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 company 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 →
IG
Ivett Gonzalez
Colleague at Merrill LynchGreater Chicago Area, United States
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PA
Preeti A.
Colleague at Merrill LynchDublin, California, United States, United States
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JW
Jill Whillock
Colleague at Merrill LynchTonbridge, England, United Kingdom, United Kingdom
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EM
Erica M.
Colleague at Merrill LynchGreater Chicago Area, United States
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ST
Sheridan Tanner
Colleague at Merrill LynchNew Orleans, Louisiana, United States, United States
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ND
Nick Dearden
Colleague at Merrill LynchIsle Of Man, Isle Of Man
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KH
Kevin Hui
Colleague at Merrill LynchWaltham, Massachusetts, United States, United States
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RK
Richard Kremer
Colleague at Merrill LynchChillicothe, Ohio, United States, United States
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SE
Stephen Edison
Colleague at Merrill LynchNew York, New York, United States, United States
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GW
Greg Wisniewski
Colleague at Merrill LynchNew Hartford, New York, United States, United States
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Ivett Gonzalez
Colleague at Merrill LynchGreater Chicago Area, United States
View →
PA
Preeti A.
Colleague at Merrill LynchDublin, California, United States, United States
View →
JW
Jill Whillock
Colleague at Merrill LynchTonbridge, England, United Kingdom, United Kingdom
View →
EM
Erica M.
Colleague at Merrill LynchGreater Chicago Area, United States
View →
ST
Sheridan Tanner
Colleague at Merrill LynchNew Orleans, Louisiana, United States, United States
View →
ND
Nick Dearden
Colleague at Merrill LynchIsle Of Man, Isle Of Man
View →
KH
Kevin Hui
Colleague at Merrill LynchWaltham, Massachusetts, United States, United States
View →
RK
Richard Kremer
Colleague at Merrill LynchChillicothe, Ohio, United States, United States
View →
SE
Stephen Edison
Colleague at Merrill LynchNew York, New York, United States, United States
View →
GW
Greg Wisniewski
Colleague at Merrill LynchNew Hartford, New York, United States, 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 Ivett Gonzalez, Preeti A., Jill Whillock, Erica M., and Sheridan Tanner.
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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