Vinay Narayanan Email & Phone Number

Austin, Texas, United States

Fund Manager of the Longhorn and Endowment Funds with $20 million AUM

Worked on a summer Special Purpose Entity project with Bank of America's GCIB global outreach team.

Irving, Texas, United States

Primarily responsible for researching and providing a resolution for brokerage (FINRA related) complaints that deal with money transfers, money movement, retirement account disputes, and monetary reconciliation. Learned how to use various software including Pega, Agent Desktop, and Smart Station. Quickly learned to resolve cases and use the software’s.

San Francisco Bay Area

Received all FINRA licenses (SIE, Series 7, Series 66) and Life Accident and Health Insurance license. Brought in clients for the company utilizing various sales techniques, marketing meetings, etc.

San Francisco Bay Area

Worked under Portfolio Managers and Director(s) of Operations. I was able to learn how to use various programs and tools such as Bloomberg, Lightkeeper (risk software), and Clienteer to manage and handle clients’ profiles. Worked on various Data Analysis and Data Cleansing Projects such as creating figures/tables on various positions we had in certain.

Orinda, California

Worked under a financial advisor and learned different investing strategies and worked extensively with excel andword to complete various data analysis projects about trying to predict false signals with the S&P 500. Alsoworked on communication skills by calling various companies and setting up meetings to bring in money intoMorgan Stanley. Ended up.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Arts - Ba, Economics

Ba, Applied Mathematics