See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

SS

Shubhangi Shrivastava

Senior Team Member at Bank of America
Intro Book
Shubhangi Shrivastava is a seasoned professional with 2 years of experience in senior team member roles at Bank of America and Associate Analyst at Swiss Re, holding an MBA in Financial Planning from Mysore University.
  • Claim this Profile
Location
Gurugram, Haryana, India, IN
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Shubhangi Shrivastava is a seasoned financial professional with a proven track record of driving growth and delivering results. Currently leading a senior team at Bank of America, she has also held key roles at Swiss Re and K Square Timelines Pvt Ltd, where she excelled as an Associate Analyst and Financial Planner, respectively. Her academic background in MBA in Financial Planning from Mysore University and a Bachelor's degree in Commerce from CAREER COLLEGE OF MANAGEMENT BHOPAL, has equipped her with a strong foundation in financial management and taxation. Throughout her career, Shubhangi has demonstrated a keen ability to analyze complex financial markets and develop innovative solutions. Her expertise spans wealth management, research, and financial planning, with a strong focus on delivering exceptional results. With a strong educational foundation and extensive industry experience, Shubhangi is well-positioned to drive business growth and success. As a seasoned professional, Shubhangi brings a unique blend of technical expertise, business acumen, and leadership skills to the table. Her ability to think strategically, communicate effectively, and collaborate with cross-functional teams has earned her a reputation as a trusted and accomplished financial leader.

Experience

  • Bank of America
    • Gurugram, Haryana, India
    • Senior Team Member
      • Jul 2022 - Present
      • Gurugram, Haryana, India

  • Swiss Re
    • Bangalore Urban, Karnataka, India
    • Associate Analyst
      • May 2021 - Feb 2022
      • Bangalore Urban, Karnataka, India

  • K Square Timelines Pvt Ltd
    • Bhopal, Madhya Pradesh, India
    • Financial Planner
      • Feb 2020 - Mar 2021
      • Bhopal, Madhya Pradesh, India

      Wealth management, research on financial market

Education

  • 2018 - 2020
    Mysore University, Mysore
    MBA in Financial Planning, GPA 8.5
  • 2014 - 2017
    CAREER COLLEGE OF MANAGEMENT BHOPAL
    Bachelors of Commerce (B.COM)– with taxation procedure and practices, Business/Commerce, General
  • 2012 - 2014
    Sagar Public School, Bhopal
    Senior Secondary, Commerce (CBSE), 90.2%
  • 2011 - 2012
    Sagar Public School, Bhopal
    Higher Secondary (CBSE)

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles