Satish Kumar
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Satish Kumar Email & Phone Number

Associate Vice President at Wells Fargo | Equity & Derivatives Management | Financial Modelling & Valuation | Client Relationship Management | Private Equity & Investment Analysis | Risk & Compliance at Wells Fargo
Location: Hyderabad, Telangana, India 5 work roles 7 schools
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Role
Associate Vice President at Wells Fargo | Equity & Derivatives Management | Financial Modelling & Valuation | Client Relationship Management | Private Equity & Investment Analysis | Risk & Compliance
Location
Hyderabad, Telangana, India
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Satish Kumar is listed as Associate Vice President at Wells Fargo | Equity & Derivatives Management | Financial Modelling & Valuation | Client Relationship Management | Private Equity & Investment Analysis | Risk & Compliance at Wells Fargo, a company with 246787 employees, based in Hyderabad, Telangana, India. AeroLeads shows a matched LinkedIn profile for Satish Kumar.

Satish Kumar previously worked as Associate Vice President (AVP) at Wells Fargo and Assistant Manager – Trade Surveillance & Enhanced Surveillance at Hsbc Electronic Data Processing India Pvt Ltd. Satish Kumar holds B.Tech, Computer Science from Jntuh College Of Engineering.

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Wells Fargo

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About Satish Kumar

With 9+ years of progressive experience in equity and derivatives management, I have developed a deep understanding of financial modeling, valuation, and investment analysis across diverse sectors, including real estate and private equity. My career has been marked by a strong commitment to delivering accurate financial analysis, enhancing client relationships, and developing strategic insights that drive informed decision-making.Currently serving as an Associate Vice President at Wells Fargo, I lead monthly financial reporting processes and collaborate with senior managers to assess Risk & Compliance , ensuring right controls are in place. My previous roles in trade surveillance, equity advisory, and market research have equipped me with the skills necessary to manage equity investments, conduct in-depth market analysis, and create tailored investment strategies that foster client retention and revenue growth. Possessing transferable, cross-cultural skills, I am highly adaptable to diverse work environments and committed to driving results through strategic analysis and client-centric solutions. My experience in enhancing risk management practices and pioneering innovative financial models has consistently contributed to organizational success.

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Wells Fargo
Wells Fargo
Associate Vice President at Wells Fargo | Equity & Derivatives Management | Financial Modelling & Valuation | Client Relationship Management | Private Equity & Investment Analysis | Risk & Compliance
san francisco, california, united states
Website
Employees
246787
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5 roles

Satish Kumar work experience

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Associate Vice President (Avp)

Current

Hyderabad, Telangana, India

  • Leading monthly financial analysis and reporting processes to ensure data accuracy and highlighting key drivers for strategic decision-making.
  • Collaborating with senior management discussions and evaluating violations of any market abuse scenarios.
  • Conducting holistic surveillance and Ensuring best market practices are in place.
Apr 2024 - Present

Assistant Manager – Trade Surveillance & Enhanced Surveillance

Hsbc Electronic Data Processing India Pvt Ltd

Bengaluru, Karnataka, India

  • Conducted market analysis, developing trend reports and identifying variances for senior stakeholders.
  • Engaged in trade surveillance activities, enhancing compliance and risk management practices.
Jun 2021 - Mar 2024

Subject Matter Expert (Sme)

Coimbatore, Tamil Nadu, India

  • Provided equity management expertise, conducting detailed quantitative analysis for institutional investors.
  • Partnered with senior analysts to deliver strategic insights on equity market trends and portfolio performance.
Aug 2019 - Oct 2020

Manager – Equity Advisory

Hyderabad, Telangana, India

  • Offered customized equity investment strategies to clients, ensuring portfolio diversification and risk mitigation.
  • Conducted in-depth market and industry research, delivering actionable insights for portfolio enhancement.
Oct 2017 - Jun 2019

Equity Advisor

Hyderabad, Telangana, India

  • Managed equity investments for high-net-worth individuals, providing tailored financial solutions.
  • Led industry research and developed financial models to support equity investment recommendations.
Dec 2015 - Oct 2017
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Colleagues at Wells Fargo

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7 education records

Satish Kumar education

Finance And Financial Management Services

Cfa Level1 Candidate
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What company does Satish Kumar work for?

Satish Kumar works for Wells Fargo.

What is Satish Kumar's role at Wells Fargo?

Satish Kumar is listed as Associate Vice President at Wells Fargo | Equity & Derivatives Management | Financial Modelling & Valuation | Client Relationship Management | Private Equity & Investment Analysis | Risk & Compliance at Wells Fargo.

Where is Satish Kumar based?

Satish Kumar is based in Hyderabad, Telangana, India while working with Wells Fargo.

What companies has Satish Kumar worked for?

Satish Kumar has worked for Wells Fargo, Hsbc Electronic Data Processing India Pvt Ltd, State Street Hcl Services, Kotak Securities, and Icici Securities.

Who are Satish Kumar's colleagues at Wells Fargo?

Satish Kumar's colleagues at Wells Fargo include Alex Shipp, Tejashwini Anand, Erik Mccarrin, Niall Mccaul, and Joshua Swensen.

How can I contact Satish Kumar?

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What schools did Satish Kumar attend?

Satish Kumar holds B.Tech, Computer Science from Jntuh College Of Engineering.

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