Dharma S Potu has been a Manager - Financial Advisory Services in Milestone since 2015. Moreover, this professional has an employment history at more than seven companies in the relevant field. Dharma has a total work experience of 13+ years. Dharma S Potu studied at the Investment Banking Institute to 2012. Now the professional lives in New York, New York region. You can find Dharma S Potu's actual e-mail and phone through our search.
Name variants:
Dharma Potu
Last updated Apr 16, 2024
Contact Information
Last Update
Jul 13, 2022
Email
dp**@milestonenyc.com, ds**@gmail.com, po**@fordham.edu
Location
New York, NY
Company
Workplace
Colleagues
Work History
Manager - Financial Advisory Services
New York
Managed several strategic finance transformation initiatives for the North America CFO and Controller at a Dutch multinational banking and financial services company that specializes in food...
from Apr 2015
Manager - Financial Services Advisory
Financial Services Risk Management - Liquidity Risk Select projects: Managed strategic projects to assist global and regional financial institutions with the documentation of their regulator...
Mar 2013 — Apr 2015
Assistant Vice President - Finance Change Management
745 7Th Ave, New York, NY 10019
Change Management efforts focused on strategic process improvement initiatives across financial control, product control, and regulatory reporting.
Jan 2010 — Mar 2013
Senior Consultant - Financial Services Advisory
Strategic Finance & Performance Improvement advisory projects at Morgan Stanley, Goldman Sachs, and Credit Suisse.
Sep 2006 — Jan 2010
Mba Internship
388 Greenwich St, New York, NY 10013
Global Capital Markets - Fixed Income Sales & Trading (Corporate Bonds Desk)
Jan 2005 — Aug 2005
Relationship Manager
600 Townsend St, San Francisco, CA 94103
Managed 25 account providers on the East Coast and West Coast, including all major financial
institutions in New York City (even when group was understaffed by 40%).
Evaluated sales fulfi...
May 2001 — Jan 2004
Business Analyst
270 Park Ave, New York, NY 10010
JPMorgan Private Bank LabMorgan (Cygnifi)
Jan 2000 — Jan 2001
Education
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Financial Director
Controller
Chief Operating Officer
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Officer
Financial Manager
General and Operations Manager
Chief Executive
Skills
Risk Management
Management Consulting
Finance
Financial Services
Financial Modeling
Change Management
Fixed Income
Capital Markets
Finance Transformation
Investment Banking
Business Analysis
Trading
Management
Relationship Management
Financial Analysis
Strategy
Product Control
Liquidity Risk
Volcker Rule
Risk Metrics
Covered Funds
Process Improvement
Project Management
Consulting
Market Risk
Business Process Re Engineering
Credit Risk
Lcr
Current State Assessment
Basel Iii