Yash Talreja Email & Phone Number

California, United States

• I work with a select group of high networth individuals to develop and implement a personalized investment portfolio that allows them to achieve their financial goals and aspirations. I, along with a Bank of America®.
• Financial Planning & Investment management
• Mortgages, Refinance and Home Equity Line of Credit
• Sustainable Investing
• Retirement Planning
• Education Planning

• I work with a select group of high networth individuals to develop and implement a personalized investment portfolio that allows them to achieve their financial goals and aspirations. I, along with a Bank of America®.
• Financial Planning & Investment management
• Mortgages, Refinance and Home Equity Line of Credit
• Sustainable Investing
• Retirement Planning
• Education Planning

Services Include- Financial planning for Executives/ "Highly Compensated" Professionals- College Savings- Retirement Planning- Sustainable Investing- Alternative Investments- Asset ManagementAs a former software industry executive and entrepreneur, I understand the unique needs and requirements of technology professionals, executives and small business.

• Social Commerce uses social media to drive eCommerce on marketplaces such as eBay and Amazon:
• Set up and Managed Inventory using Intuit and Amazon’s inventory management tools. Also created and managed items using Amazon’s item definition, merchandizing and MYI (“Manage Your Inventory”) applications.
• Created multiple product or domain specific Social Media assets, deal websites, blogs, and mailing lists with more than 300,000 followers or subscribers that were utilized to sell thousands of physical and digital.

I managed the development group of 30 developers involved in development of Decision Point®, an automobile medical bill re-pricing and bill management system available via the Web as a Multi-tenant SaaS service. 80% of the top auto insurance companies including State Farms, All State, Progressive, GEICO and several others used Mitchell’s Decision Point.

I led the design, development and rollout of the web edition of m2o, a guided selling solution that was deployed at Lowe’s and Home Depot. I came up with technology architecture, engineering and testing the product to ensure that it can withstand the combined heavy traffic from several thousand stores and tens of thousands of consumers by stringent testing.

Seattle, WA, US

I managed the Item Merchandising Applications development group which was responsible for the managing and extending the website "browse" functionality and developing seller side applications used by merchants and retailers using the Amazon Seller platform. My accomplishments at Amazon include ensuring the scalability, reliability and timely release of.

I managed the Product development, QA and operations groups at Televoke, a provider of location based services. Our software was developed / deployed using J2EE, Oracle and Avaya’s voice processing technologies and had both web and voice interfaces. Under my leadership, we replaced the custom development model for implementations with data driven.

I managed the PeopleTools product development team at PeopleSoft. PeopleTools provides a J2EE based platform for and deploying PeopleSoft’s CRM and ERP applications. My team played a crucial role in PeopleSoft's reinvention and delivery of PeopleSoft8, replacing the older client server infrastructure with the one based on pure Internet Architecture..

Certificate, Strategic Marketing For The Technology Executive

Master’S Degree, Computer Engineering

B. Tech., Electrical & Computer Engineering