Kruti Kakkad
AeroLeads people directory · profile

Kruti Kakkad Email & Phone Number

CFA Level III Candidate | myCIO Wealth Partners | Penn State at myCIO Wealth Partners
Location: Philadelphia, Pennsylvania, United States 7 work roles 3 schools
1 work email found @myciowp.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@myciowp.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
CFA Level III Candidate | myCIO Wealth Partners | Penn State
Location
Philadelphia, Pennsylvania, United States
Company size

Who is Kruti Kakkad? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kruti Kakkad is listed as CFA Level III Candidate | myCIO Wealth Partners | Penn State at myCIO Wealth Partners, a with 53 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at myciowp.com and a matched LinkedIn profile for Kruti Kakkad.

Kruti Kakkad previously worked as Financial Analyst at Mycio Wealth Partners and Underwriter at Freedom Mortgage. Kruti Kakkad holds Master Of Arts - Ma, Economics from Penn State University.

Company email context

Email format at myCIO Wealth Partners

This section adds company-level context without repeating Kruti Kakkad's masked contact details.

{first}.{last}@myciowp.com
89% confidence

AeroLeads found 1 current-domain work email signal for Kruti Kakkad. Compare company email patterns before reaching out.

Profile bio

About Kruti Kakkad

Kruti Kakkad is a CFA Level III Candidate | myCIO Wealth Partners | Penn State at myCIO Wealth Partners. She possess expertise in microsoft office, data analysis, quantitative analytics, problem solving, critical thinking and 2 more skills. She is proficient in Hindi, Gujarati and English.

Listed skills include Microsoft Office, Data Analysis, Quantitative Analytics, Problem Solving, and 3 others.

Current workplace

Kruti Kakkad's current company

Company context helps verify the profile and gives searchers a useful next step.

myCIO Wealth Partners
Mycio Wealth Partners
CFA Level III Candidate | myCIO Wealth Partners | Penn State
philadelphia, pennsylvania, united states
Website
Employees
53
AeroLeads page
7 roles

Kruti Kakkad work experience

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

Financial Analyst

Current

Philadelphia, Pennsylvania, United States

Jul 2022 - Present

First Flyer, Underwriter

New Jersey, United States

Sep 2020 - Sep 2021

Teaching Assistant

State College, Pennsylvania

Responsible for teaching Capsim Simulation to the final year students of two lab sections every week and preparing them for the world outside by helping them in building teamwork, business fundamentals, ability to learn, communication and analytical skills. Learning and working extensively on the Simulation to evaluate the performance of the students

Aug 2019 - May 2020

Investment Research Intern

Mumbai, Maharashtra, India

Worked on projects varying from analyzing the behavior of Foreign Portfolio Investors (FPI) to domestic investors such as investments by small saving scheme funds and insurance companies. Furthermore, conducted correlation and regression studies to determine the macroeconomic factors which impact asset prices using Bloomberg terminal. In addition to that, worked on developing a process/methodology to identify the top three equity and debt mutual funds in India using factsheets, expense ratio, quartile ranking, ratio analysis, Sharpe ratio, alpha, and many other factors. Also, build a systematic approach on Microsoft Excel to perform technical analysis using varied candlestick patterns and TD Sequential on Indian market instruments. With these projects on hand, consistently worked on creating a training database for machine learning-based text classification and summarization.

May 2019 - Aug 2019

Content Analyst

Ahmedabad Area, India

Worked as an Intern in charge of writing monthly and quarterly reports for Sarvajal and Enable Health Society to help the higher-level management in decision making and for the donors to review the performance of the company's efforts at regular times. Motivated and trained on-field employees to communicate and interact with the villagers in a proper way to get more refined information. Made formats of reports to take notes of daily activities performed by the on-field employees.

Apr 2018 - Jul 2018

Content Writer

Ahmedabad Area, India

Learned every aspect of the company's software to write content related to its functionality in detail to provide training to the new employees. Published articles on healthcare-related topics on the company's website regularly. Furthermore, helped the company in making existence on the digital platforms.

May 2016 - Jun 2016
Team & coworkers

Colleagues at myCIO Wealth Partners

Other employees you can reach at myciowp.com. View company contacts for 53 employees →

3 education records

Kruti Kakkad education

Master Of Arts - Ma, Economics

Completed Masters of Arts in Economics with STEM/OPT Qualification. The learnings of this course were enlightening as it helped in gaining.

FAQ

Frequently asked questions about Kruti Kakkad

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

What company does Kruti Kakkad work for?

Kruti Kakkad works for myCIO Wealth Partners.

What is Kruti Kakkad's role at myCIO Wealth Partners?

Kruti Kakkad is listed as CFA Level III Candidate | myCIO Wealth Partners | Penn State at myCIO Wealth Partners.

What is Kruti Kakkad's email address?

AeroLeads has found 1 work email signal at @myciowp.com for Kruti Kakkad at myCIO Wealth Partners.

Where is Kruti Kakkad based?

Kruti Kakkad is based in Philadelphia, Pennsylvania, United States while working with myCIO Wealth Partners.

What companies has Kruti Kakkad worked for?

Kruti Kakkad has worked for Mycio Wealth Partners, Freedom Mortgage, Penn State Smeal College Of Business, Reliance Industries Limited, and Piramal Sarvajal.

Who are Kruti Kakkad's colleagues at myCIO Wealth Partners?

Kruti Kakkad's colleagues at myCIO Wealth Partners include Michael Perkins, Jennifer Shellshear, Anthony Voce, Cfp®, Jim Henry, and Danny Tran.

How can I contact Kruti Kakkad?

You can use AeroLeads to view verified contact signals for Kruti Kakkad at myCIO Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Kruti Kakkad attend?

Kruti Kakkad holds Master Of Arts - Ma, Economics from Penn State University.

What skills is Kruti Kakkad known for?

Kruti Kakkad is listed with skills including Microsoft Office, Data Analysis, Quantitative Analytics, Problem Solving, Critical Thinking, Communication, and Stata.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Kruti Kakkad you were looking for.

View similar profiles