Manan Chavda

Manan Chavda Email and Phone Number

Financial Analytics Student | CFA Level 1 Candidate | FRM Level 1 Candidate | Credit Risk @ Wealth Planning Advisory Group
bernardsville, new jersey, united states
Manan Chavda's Location
New York City Metropolitan Area, United States
About Manan Chavda

I’m all about risk—whether it's building models to predict it, manage it, or reduce it. With experience across credit risk, portfolio management, and financial analytics, I love turning complex data into clear insights that help tackle uncertainty. As I work towards my FRM and CFA certifications, I’m excited to keep pushing boundaries and evolving in the world of risk management.

Manan Chavda's Current Company Details
Wealth Planning Advisory Group

Wealth Planning Advisory Group

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Financial Analytics Student | CFA Level 1 Candidate | FRM Level 1 Candidate | Credit Risk
bernardsville, new jersey, united states
Website:
wealthplanning.com
Employees:
4
Manan Chavda Work Experience Details
  • Wealth Planning Advisory Group
    Wealth Management Intern
    Wealth Planning Advisory Group Jul 2024 - Present
    Far Hills, New Jersey, United States
    ● Created 30+ financial plans and reports using eMoney Advisor and Black Diamond, increasing client satisfaction by 20%● Collaborated with My RIA Compliance to reconcile trade blotters, correcting discrepancies in 100+ trades and reducing errors by 25%● Administered portfolio reviews for 50+ clients using Charles Schwab, enhancing performance by 10% through precise data analysis
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  • Ny Habitat
    Product Management Specialist
    Ny Habitat Jun 2024 - Jul 2024
    New York City Metropolitan Area
    ● Interacted with over 50 clients weekly via email and phone, achieving a 95% satisfaction rate● Created and maintained over 150 listings in New York, London, Paris and South of France● Communicated with over 20 owners, updating and refining listing information for 200+ properties to ensure accuracy and availability
    View
  • Stevens Institute Of Technology
    Student Ambassador
    Stevens Institute Of Technology Jan 2024 - Jul 2024
    Hoboken, New Jersey, United States
    View
  • Stevens Institute Of Technology
    Recreation Assistant
    Stevens Institute Of Technology Jan 2024 - Jul 2024
    Hoboken, New Jersey, United States
    View

Manan Chavda Education Details

Frequently Asked Questions about Manan Chavda

What company does Manan Chavda work for?

Manan Chavda works for Wealth Planning Advisory Group

What is Manan Chavda's role at the current company?

Manan Chavda's current role is Financial Analytics Student | CFA Level 1 Candidate | FRM Level 1 Candidate | Credit Risk.

What schools did Manan Chavda attend?

Manan Chavda attended Stevens Institute Of Technology, S.n.kansagra School,rajkot, Saurashtra University, Rajkot.

Who are Manan Chavda's colleagues?

Manan Chavda's colleagues are Aaron D'souza, Laura Tamasaukas, Sekhar Vemprala, Vishal Muni.

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