
Pooja Jaiswal
A strategic thinker with strong communication and leadership skills, capable of building and leading high-performance teams. An accomplished... | San Francisco, California, United States
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Pooja Jaiswal’s Emails pj****@fi****.com
Pooja Jaiswal’s Phone Numbers No phone number available.
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Pooja Jaiswal’s Location San Francisco, California, United States
Pooja Jaiswal’s Expertise A strategic thinker with strong communication and leadership skills, capable of building and leading high-performance teams. An accomplished information systems professional possessing extensive experience in all phases of the systems development life cycle. A broad base of knowledge gained from diverse organizations, lines of business and functional responsibilities. A proven track record of identifying solutions that will enable an organization to achieve its goals and priorities by understanding the needs of the business within the context of all available technology options. Core competencies include: Domains: Banking, Insurance, Private wealth management Experience working with custodians (including Pershing (Netx Platform), Fidelity (Wealth Central), Charles Schwab, TD Ameritrade (VEO express)) Product Management Client Life Cycle Management Master Data Management Business Data Solutions Wealth Platform Management Structured Methodologies Business Process Modeling Continuous Process Improvement Agile Best Practices Recent Project: Customer Relationship Management (CRM) / Salesforce implementation Creating Account and Security Master for the universe of accounts and Securities New Account Opening – KYC Integration Customer 360 and Master data Management consultant BAU - Prod support for managed custodian accounts (Point of contact for source data needs), PM Book of Business, Orders to Data hub Integration.
Pooja Jaiswal’s Current Industry First Republic Bank
Pooja
Jaiswal’s Prior Industry
Tiaa Cref
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Jp Morgan Chase
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Metlife
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Wells Fargo
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First Republic Bank
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Work Experience

First Republic Bank
Manager Data Management - Product Owner
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wells Fargo
Business System Analyst
Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jul 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Metlife
Business System Analyst
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Jp Morgan Chase
Business System Analyst
Wed Jul 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Tiaa Cref
Business Analyst
Mon Oct 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)