Parveen Gupta, Cfp®

Parveen Gupta, Cfp® Email and Phone Number

Manager of Financial Planning and Analysis at Mattern Capital Management, LLC @ Mattern Capital Management
denver, colorado, united states
Parveen Gupta, Cfp®'s Location
Denver Metropolitan Area, United States
Parveen Gupta, Cfp®'s Contact Details
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.

Parveen Gupta, Cfp®'s Current Company Details
Mattern Capital Management

Mattern Capital Management

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Manager of Financial Planning and Analysis at Mattern Capital Management, LLC
denver, colorado, united states
Employees:
5
Parveen Gupta, Cfp® Work Experience Details
  • Mattern Capital Management
    Manager Of Financial Planning And Analysis
    Mattern Capital Management Jul 2023 - Present
  • Mattern Capital Management
    Financial Planning Analyst
    Mattern Capital Management Nov 2022 - Jul 2023
    Denver Metropolitan Area
  • Motorola Solutions
    Sr. Software Engineering Manager
    Motorola Solutions 2013 - 2021
    Westminster, Co
    • 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 Engineering org of 200+. • 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. • Reduced customer issue escalation to C-suite by 40% while leading level-4 engineering support team, responding to customer emergencies off-hours.
  • Motorola Solutions
    Agile Champion / Dfss Blackbelt / Engineering Manager
    Motorola Solutions 2004 - 2013
    Westminster, Co
    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 next-generation suite of products developed on Windows at 3 lighthouse customers. Led technology refresh of flagship product for second largest police agency in the USA. Assessed various test management and automation tools from technical and cost of ownership perspective, selected, helped acquire, and institutionalized for productivity.
  • Motorola India
    Program Manager
    Motorola India 2001 - 2003
    Gurgaon, India; Bangalore, 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.
  • Motorola
    Sr. Software Engineer Staff
    Motorola 1997 - 2001
    Boulder, Co
  • Sigma Systems, Inc.
    Consultant / Software Engineer
    Sigma Systems, Inc. 1996 - 1997
    Boulder, Co; Trumbull, Ct
    Clients - SCC Communications and Nasdaq
  • Tata Consultancy Services
    Consultant / Assistant Systems Analyst
    Tata Consultancy Services 1993 - 1996
    Bombay, India; Rockville, Md
    Clients - National Stock Exchange of India Ltd. (NSEIL), and National Association of Securities Dealers (NASD)

Parveen Gupta, Cfp® Skills

Agile Methodologies Software Development Scrum Software Project Management Soa Software Engineering Enterprise Architecture Product Management .net Databases Six Sigma Management Leadership C# Sql Integration Xml Service Oriented Architecture

Parveen Gupta, Cfp® Education Details

Frequently Asked Questions about Parveen Gupta, Cfp®

What company does Parveen Gupta, Cfp® work for?

Parveen Gupta, Cfp® works for Mattern Capital Management

What is Parveen Gupta, Cfp®'s role at the current company?

Parveen Gupta, Cfp®'s current role is Manager of Financial Planning and Analysis at Mattern Capital Management, LLC.

What is Parveen Gupta, Cfp®'s email address?

Parveen Gupta, Cfp®'s email address is pa****@****hoo.com

What schools did Parveen Gupta, Cfp® attend?

Parveen Gupta, Cfp® attended The University Of Texas At Austin – Center For Professional Education (Cpe), Regis University, Birla Institute Of Technology And Science, Pilani.

What skills is Parveen Gupta, Cfp® known for?

Parveen Gupta, Cfp® has skills like Agile Methodologies, Software Development, Scrum, Software Project Management, Soa, Software Engineering, Enterprise Architecture, Product Management, .net, Databases, Six Sigma, Management.

Who are Parveen Gupta, Cfp®'s colleagues?

Parveen Gupta, Cfp®'s colleagues are Lucas Wandell, Cfp®, Chfc®, Crpc™, Ryan Cashman, Fpqp™, Perry Mattern, Cfp®, Cima®, Cpwa®.

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