Aditi Jetly, CFA
Consultant at Prime Quadrant at Prime Quadrant- Claim this Profile
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Experience
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Prime Quadrant
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Canada
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Financial Services
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1 - 100 Employee
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Consultant at Prime Quadrant
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Sep 2022 - Present
Greater Toronto Area, Canada Prime Quadrant serves over 200 affluent families across North America. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us.
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trica
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Entertainment
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Head, Client Relations
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Jun 2020 - May 2022
Mumbai Part of the core senior leadership team building trica capital, one of the first private market platforms in India for Family Offices and UHNIs to access investments in growth stage startups. Led the Client Relations vertical and part to the core team building the overall strategy, business proposition and processes at trica.
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IIFL Wealth
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India
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Financial Services
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700 & Above Employee
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Sr VP, Global Products at IIFL Inc.
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May 2018 - Jun 2020
New York, New York, United States
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VP, Sales and Advisory Group
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Nov 2010 - May 2018
Mumbai
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Associate Financial Advisor, Global Private Client
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Feb 2007 - Oct 2010
Mumbai
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Edelweiss Financial Services Limited
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India
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Financial Services
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700 & Above Employee
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Jr. Associate, Insurance Advisory
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Aug 2004 - Feb 2007
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Education
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CFA Charter holder
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University of Mumbai
Master of Commerce, Accounting and Finance -
H.R. College of Commerce & Economics
Bachelors of Management Studies, Special Studies in Finance and International Finance -
Villa Theresa High School
I.C.S.E