AeroLeads people directory · profile

Punit Shetty Email & Phone Number

Chief Technology Officer, SVP and Managing Director of Operations at Appleton Partners, Inc.
Location: Boston, Massachusetts, United States 13 work roles 1 school
1 work email found @appletonpartners.com 2 phones found area 617 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@appletonpartners.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Appleton Partners, Inc.
Role
Chief Technology Officer, SVP and Managing Director of Operations
Location
Boston, Massachusetts, United States
Company size
76 employees

Who is Punit Shetty? Overview

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

Quick answer

Punit Shetty is listed as Chief Technology Officer, SVP and Managing Director of Operations at Appleton Partners, Inc., a with 76 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at appletonpartners.com, phone signal with area code 617, and a matched LinkedIn profile for Punit Shetty.

Punit Shetty previously worked as Chief Technology Officer & Managing Director of Operations at Appleton Partners, Inc. and Chief Technology Officer at Appleton Partners, Inc.. Punit Shetty holds Mba, Global Business Leadership With Financial Management from Johnson & Wales University.

Company email context

Email format at Appleton Partners, Inc.

This section adds company-level context without repeating Punit Shetty's masked contact details.

{first_initial}{last}@appletonpartners.com
89% confidence

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

View email format View company profile Management contacts
Profile bio

About Punit Shetty

Senior Busines Systems Analyst with over 10 years of experience solving organizational setbacks with practical, technical solutions. Specializing in financial service technology, information systems, investment banking, and analytics to maximize the benefits of technology in the financial service industry. Possesses a strong understanding of investment banking, asset management (accounts, securities, positions, transactions, performance), fixed income, bonds, equities, derivatives (swaps, options, and futures), fund accounting, mutual funds, portfolio management, wealth management, trade, and non-trade related credit risk. Detail-oriented with a positive attitude, enthusiasm, high energy, and a superior capacity to assimilate new technology, methods, and responsibilities with a commitment to ongoing professional development.SYSTEMS:Charles River Development (Level 1 Certified), Markit EDM (Certified), ITIL (Certified), FactSet RMS, Everest (Bank Loan), Investortools- Perform & CreditScope, PORTIA, Bloomberg AIM, Eagle PACE, Golden Source, MCH, e- Horizon, BlackRock Aladdin, Advent Geneva, SmartStream- TLM, CA- ESP, Informatica ETL toolSpecialties: Updated résumé provided upon request

Listed skills include Business Analysis, Derivatives, Visio, Fixed Income, and 23 others.

Current workplace

Punit Shetty's current company

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

Appleton Partners, Inc.
Appleton Partners, Inc.
Chief Technology Officer, SVP and Managing Director of Operations
Boston, MA, US
Website
appletonpartners.com
Employees
76
AeroLeads page
Company profile
View company profile Email format
13 roles

Punit Shetty work experience

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

Chief Technology Officer & Managing Director Of Operations

Current
Appleton Partners, Inc.

Boston, Ma, Us

Nov 2021 - Present

Avp- Team Lead- Front Office Technology

Eaton Vance

Boston, Ma, Us

Developing investment management solutions for portfolio managers, traders, credit risk and research analysts to advance streamline operations, reduce risk, and improve reliability.

Jun 2018 - Mar 2020

Avp- Senior Business Systems Analyst- Sma Technology

Eaton Vance

Boston, Ma, Us

Nov 2016 - Jun 2018

Senior Business Systems Analyst- Custom Beta Technology

Eaton Vance

Boston, Ma, Us

Aug 2016 - Oct 2016

Senior Business Systems Analyst- Income Systems

Eaton Vance

Boston, Ma, Us

Apr 2013 - Aug 2016

Senior Business Analyst- Fixed Income Support

Wellington Management

Boston, Massachusetts, Us

Collaborated with portfolio managers, support teams, analysts, and end-users to improve application support processes, business efficiency, problem identification, and resolution.

Nov 2012 - Apr 2013

Senior Business Analyst- Alternative Investment Solutions

State Street

Boston, Massachusetts, Us

Collaborated with departments to design a new product, organize data sets for 2013 AIS budgets, and provide analysis of process development for investment solutions software.

Jul 2012 - Nov 2012

Senior Business System Analyst

Manulife

Toronto, Ontario, Ca

Supported teams with position and daily trade reconciliations, mapped accounts and securities, generated recon reports for exception and discrepancy detection, and assisted senior management to create presentations for complex integration projects.

Nov 2011 - Jun 2012

Lead Business System Analyst

Ameriprise Financial Services, Inc.

Minneapolis, Mn, Us

Acquired and translated positions, valuations, and account data from various source systems into a data hub.

May 2010 - Nov 2011

Business Analyst

State Street

Boston, Massachusetts, Us

Managed key projects and applications developing a counterparty exposure application, acting as Lead Business Analyst on TLM projects, and collaborating on various data reconciliation and KPI projects.

Jun 2007 - Apr 2010
Team & coworkers

Colleagues at Appleton Partners, Inc.

Other employees you can reach at appletonpartners.com. View company contacts for 76 employees →

CH Caroline Hoffman Caroline Hoffman Colleague at Appleton Partners, Inc.Chestnut Hill, Massachusetts, United States View → BH Benjamin Holcombe Benjamin Holcombe Colleague at Appleton Partners, Inc.Medford, Massachusetts, United States View → RT Ryan Tracy Ryan Tracy Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View → JA Jason Apruzzese, Cfa Jason Apruzzese, Cfa Colleague at Appleton Partners, Inc.South Hamilton, Massachusetts, United States View → MB Margaret Brennan Margaret Brennan Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View → GC Geoff Chamberlain Geoff Chamberlain Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View → JC Jason Cook Jason Cook Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View → TH Thomas Hagstrom, Cfa Thomas Hagstrom, Cfa Colleague at Appleton Partners, Inc.Greater Boston, United States View → JM Jennifer M. Hall, Cfp® Jennifer M. Hall, Cfp® Colleague at Appleton Partners, Inc.Greater Boston, United States View → EH Elizabeth Hutchinson Elizabeth Hutchinson Colleague at Appleton Partners, Inc.Essex County, Massachusetts, United States View →
1 education record

Punit Shetty education

  • Johnson & Wales University
    Johnson & Wales University
    Global Business Leadership With Financial Management
FAQ

Frequently asked questions about Punit Shetty

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

What company does Punit Shetty work for?

Punit Shetty works for Appleton Partners, Inc..

What is Punit Shetty's role at Appleton Partners, Inc.?

Punit Shetty is listed as Chief Technology Officer, SVP and Managing Director of Operations at Appleton Partners, Inc..

What is Punit Shetty's email address?

AeroLeads has found 1 work email signal at @appletonpartners.com for Punit Shetty at Appleton Partners, Inc..

What is Punit Shetty's phone number?

AeroLeads has found 2 phone signal(s) with area code 617 for Punit Shetty at Appleton Partners, Inc..

Where is Punit Shetty based?

Punit Shetty is based in Boston, Massachusetts, United States while working with Appleton Partners, Inc..

What companies has Punit Shetty worked for?

Punit Shetty has worked for Appleton Partners, Inc., Eaton Vance, Wellington Management, State Street, and Manulife.

Who are Punit Shetty's colleagues at Appleton Partners, Inc.?

Punit Shetty's colleagues at Appleton Partners, Inc. include Caroline Hoffman, Benjamin Holcombe, Ryan Tracy, Jason Apruzzese, Cfa, and Margaret Brennan.

How can I contact Punit Shetty?

You can use AeroLeads to view verified contact signals for Punit Shetty at Appleton Partners, Inc., including work email, phone, and LinkedIn data when available.

What schools did Punit Shetty attend?

Punit Shetty holds Mba, Global Business Leadership With Financial Management from Johnson & Wales University.

What skills is Punit Shetty known for?

Punit Shetty is listed with skills including Business Analysis, Derivatives, Visio, Fixed Income, Equities, Sdlc, Analysis, and Asset Management.

Find 750M verified contacts

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