Manager Of Financial Planning And Analysis
Current
Jul 2023 - Present
AeroLeads people directory · profile
Parveen Gupta, Cfp® Email & Phone Number
Manager of Financial Planning and Analysis at Mattern Capital Management, LLC
at
Mattern Capital Management
1 work email found
@matterncapital.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager of Financial Planning and Analysis at Mattern Capital Management, LLC
Location
Denver Metropolitan Area, United States, United States
Company size
Who is Parveen Gupta, Cfp®? Overview
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Quick answer
Parveen Gupta, Cfp® is listed as Manager of Financial Planning and Analysis at Mattern Capital Management, LLC at Mattern Capital Management, a company with 5 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at matterncapital.com and a matched LinkedIn profile for Parveen Gupta, Cfp®.
Parveen Gupta, Cfp® previously worked as Manager of Financial Planning and Analysis at Mattern Capital Management and Financial Planning Analyst at Mattern Capital Management. Parveen Gupta, Cfp® holds Financial Planning Certificate Program from The University Of Texas At Austin – Center For Professional Education (Cpe).
Company email context
Email format at Mattern Capital Management
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*@matterncapital.com
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AeroLeads found 1 current-domain work email signal for Parveen Gupta, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Parveen Gupta, Cfp®
As the Manager of Financial Planning and Analysis, I work with our clients to develop and implement comprehensive financial and wealth management plans. Through a lifelong pursuit of learning, I have expanded on my training as a computer science engineer with a Financial Planning Certificate from the University of Texas, Austin, and obtained a Certified Financial Planner® certification with CFP Board!Mattern Capital Management, LLC is a fee-only, SEC Registered Investment Adviser focused on helping successful individuals and families manage the complexity of wealth. At our core, we are a highly experienced team of professionals with specialized investment management expertise using a multidisciplinary approach to financial planning and wealth management. Mattern Capital is purposefully structured to deliver comprehensive and customized solutions designed around our clients’ unique needs.Learn more at https://matterncapital.com/Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials are prohibited under securities law and may not reflect the experience of all clients of the firm or financial professional.
Listed skills include Agile Methodologies, Software Development, Scrum, Software Project Management, and 14 others.
Current workplace
Parveen Gupta, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mattern Capital Management
8 roles · 33 years
Parveen Gupta, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning Analyst
Nov 2022 - Jul 2023
Sr. Software Engineering Manager
- Developed multiple next-generation software products for wide range of public safety customers worldwide driving a team of 100+ engineers in US, Europe, and Asia. Secondary hat of agile and process champion for larger.
- Reduced the product release cycle 25% by partnering with product management group to prioritize customer needed features and aligning release plans in collaboration with functional managers.
- Reduced engineering partners / subcontractors overhead by 35% by implementing lean Six Sigma while directing daily oversight ensuring timely execution and deliveries.
- Implemented program governance and metrics at various levels, guaranteeing tracking and meeting commitments, thereby increasing meet commitments by 80%.
- Orchestrated research and evaluation of newer technologies, determining relevant incorporation in Motorola public safety products to benefit public safety industry.
- Responded to COVID-19-induced need of communication centers by creating cloud-enabled flagship on-prem products to run in Microsoft Azure cloud in only 9 months.
2013 - 2021
~8 yrs
Agile Champion / Dfss Blackbelt / Engineering Manager
Transformed six different product development teams from waterfall to agile software development, enabling predictable and quicker release cycles. Guided two mission-critical software development teams manage critical parameters during design and development process for new product introduction of disruptive products in the marketplace.Implemented.
2004 - 2013
~9 yrs
Program Manager
Motorola India
Evaluated, selected and supervised offshore development partner / vendor to develop suite of next-generation public safety software product as part of R&D group. Took ex-pat assignment and moved to India for part of duration to meet short go-to-market time need. Built Windows-based product in agreed-upon and allocated budget.
2001 - 2003
~2 yrs
Sr. Software Engineer Staff
1997 - 2001
~4 yrs
1996 - 1997
~1 yr
Consultant / Assistant Systems Analyst
Clients - National Stock Exchange of India Ltd. (NSEIL), and National Association of Securities Dealers (NASD)
1993 - 1996
~3 yrs
Team & coworkers
Colleagues at Mattern Capital Management
Other employees you can reach at matterncapital.com. View company contacts for 5 employees →
RC
Ryan Cashman, Fpqp™
Colleague at Mattern Capital ManagementDenver, Colorado, United States, United States
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LW
Lucas Wandell, Cfp®, Chfc®, Crpc™
Colleague at Mattern Capital ManagementDenver Metropolitan Area, United States
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PM
Perry Mattern, Cfp®, Cima®, Cpwa®
Colleague at Mattern Capital ManagementDenver, Colorado, United States, United States
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Ryan Cashman, Fpqp™
Colleague at Mattern Capital ManagementDenver, Colorado, United States, United States
View →
LW
Lucas Wandell, Cfp®, Chfc®, Crpc™
Colleague at Mattern Capital ManagementDenver Metropolitan Area, United States
View →
PM
Perry Mattern, Cfp®, Cima®, Cpwa®
Colleague at Mattern Capital ManagementDenver, Colorado, United States, United States
View →
3 education records
Parveen Gupta, Cfp® education
Financial Planning Certificate Program
Master Of Science - Ms, Computer Information Systems (Management Of Technology)
Bachelor Of Engineering - Be (Hons), Computer Science
FAQ
Frequently asked questions about Parveen Gupta, Cfp®
Quick answers generated from the profile data available on this page.
What company does Parveen Gupta, Cfp® work for?
Parveen Gupta, Cfp® works for Mattern Capital Management.
What is Parveen Gupta, Cfp®'s role at Mattern Capital Management?
Parveen Gupta, Cfp® is listed as Manager of Financial Planning and Analysis at Mattern Capital Management, LLC at Mattern Capital Management.
What is Parveen Gupta, Cfp®'s email address?
AeroLeads has found 1 work email signal at @matterncapital.com for Parveen Gupta, Cfp® at Mattern Capital Management.
Where is Parveen Gupta, Cfp® based?
Parveen Gupta, Cfp® is based in Denver Metropolitan Area, United States, United States while working with Mattern Capital Management.
What companies has Parveen Gupta, Cfp® worked for?
Parveen Gupta, Cfp® has worked for Mattern Capital Management, Motorola Solutions, Motorola India, Motorola, and Sigma Systems, Inc..
Who are Parveen Gupta, Cfp®'s colleagues at Mattern Capital Management?
Parveen Gupta, Cfp®'s colleagues at Mattern Capital Management include Ryan Cashman, Fpqp™, Lucas Wandell, Cfp®, Chfc®, Crpc™, and Perry Mattern, Cfp®, Cima®, Cpwa®.
How can I contact Parveen Gupta, Cfp®?
You can use AeroLeads to view verified contact signals for Parveen Gupta, Cfp® at Mattern Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Parveen Gupta, Cfp® attend?
Parveen Gupta, Cfp® holds Financial Planning Certificate Program from The University Of Texas At Austin – Center For Professional Education (Cpe).
What skills is Parveen Gupta, Cfp® known for?
Parveen Gupta, Cfp® is listed with skills including Agile Methodologies, Software Development, Scrum, Software Project Management, Soa, Software Engineering, Enterprise Architecture, and Product Management.
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