Rishi Lalwani Email & Phone Number
Who is Rishi Lalwani? Overview
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Rishi Lalwani is listed as Head of Growth at The Rundown AI, a with 12 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Rishi Lalwani.
Rishi Lalwani previously worked as Head of Operations at Chew On This and Operations Manager at Chew On This. Rishi Lalwani holds Bachelor Of Science - Bs, Finance, General from University Of Central Florida.
Email format at The Rundown AI
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About Rishi Lalwani
Given a unique opportunity to take on a demanding role as an assistant manager at the age of 16, I learned exactly what it takes to manage the operations of a business and create a positive environment that clients want to return to. From there, my curiosity and education led me to the operational side of finance where I have exhibited my skill to learn fast, manage processes in a timely matter, and use lucid communication to resolve crucial issues.Reaching the present day, I now work at a startup where I am learning and growing at an incredibly fast pace.
Rishi Lalwani's current company
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Rishi Lalwani work experience
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Head Of Operations
Operations Manager
Head Of Operations
Operations Manager
Investment Operations Specialist
• Engage in daily communication with internal client service personnel to process unique requests and enhance operational efficiency• Process an average of 50 account workflows everyday which entails the movement of $10-$100 million dollars of client assets• Leverage custodian bank websites for in-depth research and collaborate with custodian bank personnel to promptly resolve account issues, ensuring timely resolution• Responsible for the daily reconciliation of $3 Billion in clients assets to ensure that all accounts are in proof and compliant with standards
Derivatives Operations Specialist
• Actively working and communicating alongside DoubleLine Capital on a daily basis to onboard and clear positions in a timely manner while maintaining proper communication with all counterparties• Responsible for the first review and record keeping of confirmation documents for all OTC swap trades• Establish and develop strong relationships with internal and external personnel to nurture strong client relationships
Data Analyst
• Assemble and provide due diligence materials to all levels of management by leveraging various software tools• Develop and analyze financial models to visualize cash flows and related performance criteria• Use software platforms such as Esri (GIS) and Lexis Nexis (data miner) to gather and input data/metrics into excel spreadsheets• Actively discuss real estate market plans and portfolio management on a daily basis
Finance Intern
• Set up and implemented QuickBooks as the company’s bookkeeping platform• Analyzed company financials and cut operating expenses by approximately 5% to increase gross margins• Created an excel tracking system to identify past due sales tax from 2019-2020 and reported/paid taxes to Florida Department of Revenue• Actively managed and created invoices for customers and recorded payments• Implemented set-up and logo fees, which lead to higher profit margins from increased service revenue• Planned and budgeted company marketing, administrative, and Kickstarter expenses
Assistant Manager
• Responsible for providing every client a positive experience by fostering a customer centric attitude within every employee• Created and implemented a rewards program which increased customer retention by 14%• Managed a team of 6 to 8 employees, ensuring they completed their responsibilities in a timely fashion
Rishi Lalwani education
Frequently asked questions about Rishi Lalwani
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What company does Rishi Lalwani work for?
Rishi Lalwani works for The Rundown AI.
What is Rishi Lalwani's role at The Rundown AI?
Rishi Lalwani is listed as Head of Growth at The Rundown AI.
Where is Rishi Lalwani based?
Rishi Lalwani is based in United States while working with The Rundown AI.
What companies has Rishi Lalwani worked for?
Rishi Lalwani has worked for The Rundown Ai, Chew On This, Gaas For Saas, Gw&K Investment Management, and Bny Mellon.
How can I contact Rishi Lalwani?
You can use AeroLeads to view verified contact signals for Rishi Lalwani at The Rundown AI, including work email, phone, and LinkedIn data when available.
What schools did Rishi Lalwani attend?
Rishi Lalwani holds Bachelor Of Science - Bs, Finance, General from University Of Central Florida.
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