Shrideep Murthy,CFA®
Manager at Pension Associates- Claim this Profile
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English Full professional proficiency
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Hindi Native or bilingual proficiency
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Marathi Native or bilingual proficiency
Topline Score
Bio
Sam Wolff
Shrideep was the best mentor I've had during my time as a contract worker. He was super patient and thorough in explaining new concepts to me. Shrideep knew how to explain things to me bases on my learning style. From the beginning I knew Shrideep was there to support me 100% and to watch me succeed. As my manager who understood my strengths and weaknesses, Shrideep helped me develop professional skills I will carry forward into any future position.
William Baker
Shrideep is a joy to work with. Very easy, professional and nice. My seven years with him have been a delight. Dr. William Baker Fordham University
Sam Wolff
Shrideep was the best mentor I've had during my time as a contract worker. He was super patient and thorough in explaining new concepts to me. Shrideep knew how to explain things to me bases on my learning style. From the beginning I knew Shrideep was there to support me 100% and to watch me succeed. As my manager who understood my strengths and weaknesses, Shrideep helped me develop professional skills I will carry forward into any future position.
William Baker
Shrideep is a joy to work with. Very easy, professional and nice. My seven years with him have been a delight. Dr. William Baker Fordham University
Sam Wolff
Shrideep was the best mentor I've had during my time as a contract worker. He was super patient and thorough in explaining new concepts to me. Shrideep knew how to explain things to me bases on my learning style. From the beginning I knew Shrideep was there to support me 100% and to watch me succeed. As my manager who understood my strengths and weaknesses, Shrideep helped me develop professional skills I will carry forward into any future position.
William Baker
Shrideep is a joy to work with. Very easy, professional and nice. My seven years with him have been a delight. Dr. William Baker Fordham University
Sam Wolff
Shrideep was the best mentor I've had during my time as a contract worker. He was super patient and thorough in explaining new concepts to me. Shrideep knew how to explain things to me bases on my learning style. From the beginning I knew Shrideep was there to support me 100% and to watch me succeed. As my manager who understood my strengths and weaknesses, Shrideep helped me develop professional skills I will carry forward into any future position.
William Baker
Shrideep is a joy to work with. Very easy, professional and nice. My seven years with him have been a delight. Dr. William Baker Fordham University
Credentials
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Strategic Management
Wharton OnlineJun, 2021- Nov, 2024 -
Connecticut Producers Life Insurance Certification
ConnecticutApr, 2019- Nov, 2024 -
Advanced Content and Social Tactics to Optimize SEO
Coursera Course CertificatesFeb, 2019- Nov, 2024 -
Advanced Search Engine Optimization Strategies
Coursera Course CertificatesJan, 2019- Nov, 2024 -
CFA-Chartered Financial Analyst
CFA Institute
Experience
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Pension Associates
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Financial Services
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1 - 100 Employee
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Manager
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Jan 2020 - Present
Establish and maintain key client relationships and implement strategies for expanding the company's market share by implementing digital marketing strategies•Managing 300+ client relationships, each relationship involves communicating with 1 – 5 contacts, including company CEO’s, CFO’s, business owners, CPA firm, financial advisers, plan trustees, and plan participants•Trusted adviser to CPA’s, financial advisers and business owners providing custom strategy recommendations on maximising tax savings through retirement plan combinations, compensation management strategies and workforce management approaches•Lead the digital marketing strategy of the firm and drive growth by marketing pension plans through Google Ad words, Analytics and LinkedIn marketing•Formulate executable processes to improve qualitative and operational efficiency Show less
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Senior Consultant
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Mar 2018 - Dec 2019
• Recruited, developed and managed a highly driven team of consultants and oversaw administration of 300+ retirement plans• Developed new processes for quality and compliance check that enabled the team to manage more plans•Hands on administration of complex defined benefit, profit sharing and floor offset plans. Reviewed valuations of an additional 300+ plans and handle the consulting aspects for these• Shortlisted potential candidates for internship and full time positions; conducting screening and phone interviews for further consideration• Trained new analysts on basic aspects of pension plan design and supervised their work for the initial six to eight months Show less
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Actuarial Consultant
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Aug 2013 - Feb 2018
• Designed defined benefit, profit sharing, 401(k), and floor offset pension plans for businesses with 1 to 50 employees• Calculated & verified accrued benefits for defined benefit plan participants on the basis of age, service, and compensation• Performed annual valuation of DB and DC plans; Perform rate of return projections to evaluate the funding status for DB plans in various market return scenarios• Performed minimum coverage testing, discrimination testing, gateway testing, and cross testing for DB/DC combinations• File Form 5558, 5500, and Schedule SB for pension plans; Handled IRS Audits of pension plans and worked with IRS agents to provide any information requested; Incorporated plan design into the legal plan document Show less
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Capstone Securities and Analysis Pvt Ltd.
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Pune Area, India
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Senior Equity Research Analyst
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Nov 2008 - May 2011
Developed a systematic approach and strong knowledge of structuring trades on the basis of parameters like risk-to-reward, exposure time and frequency of trading High Frequency trading in individual stocks listed on NYSE and NASDAQ on the basis of technical analysis Developed a systematic approach and strong knowledge of structuring trades on the basis of parameters like risk-to-reward, exposure time and frequency of trading High Frequency trading in individual stocks listed on NYSE and NASDAQ on the basis of technical analysis
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KPIT
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India
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Software Development
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700 & Above Employee
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Software Developer
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Aug 2007 - Oct 2008
Involved in analysis, design and development of new applications as well as incorporating changes in the existing application for Cummins products Reviewing code changes done by peers; Mainly worked on application development in VC++, COM, MFC Involved in analysis, design and development of new applications as well as incorporating changes in the existing application for Cummins products Reviewing code changes done by peers; Mainly worked on application development in VC++, COM, MFC
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Education
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2011 - 2013
Pace University - Lubin School of Business
Masters Degree, Investments and Securities -
2003 - 2007
University of Mumbai
Bachelor of Engineering - BE, Computer Software Engineering
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