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Manan Chavda is listed as Financial Analytics Student | CFA Level 1 Candidate | FRM Level 1 Candidate | Credit Risk at Wealth Planning Advisory Group, a with 4 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Manan Chavda.
Manan Chavda previously worked as Wealth Management Intern at Wealth Planning Advisory Group and Product Management Specialist at Ny Habitat. Manan Chavda holds Master'S, Financial Analytics from Stevens Institute Of Technology.
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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.
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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
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
Other employees you can reach at wealthplanning.com. View company contacts for 4 employees →
Aaron D'Souza
Colleague at Wealth Planning Advisory GroupNew York, United States
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Sekhar Vemprala
Colleague at Wealth Planning Advisory GroupBridgewater, New Jersey, United States
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Vishal Muni
Colleague at Wealth Planning Advisory GroupNew York City Metropolitan Area, United States
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Laura Tamasaukas
Colleague at Wealth Planning Advisory GroupNewton, New Jersey, United States
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Manan Chavda works for Wealth Planning Advisory Group.
Manan Chavda is listed as Financial Analytics Student | CFA Level 1 Candidate | FRM Level 1 Candidate | Credit Risk at Wealth Planning Advisory Group.
Manan Chavda is based in New York City Metropolitan Area, United States while working with Wealth Planning Advisory Group.
Manan Chavda has worked for Wealth Planning Advisory Group, Ny Habitat, and Stevens Institute Of Technology.
Manan Chavda's colleagues at Wealth Planning Advisory Group include Aaron D'Souza, Sekhar Vemprala, Vishal Muni, and Laura Tamasaukas.
You can use AeroLeads to view verified contact signals for Manan Chavda at Wealth Planning Advisory Group, including work email, phone, and LinkedIn data when available.
Manan Chavda holds Master'S, Financial Analytics from Stevens Institute Of Technology.
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