Professional Bio
I am Manishree Gupta, an MBA Finance with more than 9 years of progressive experience as a Project Management Consultant at Ameriprise Financial, Inc. In my current role, I lead a pilot project on transitioning the entire non-financial planning suite of services from the US shores. Another project involves liasioning with the product, sales and compliance teams in the home office to drive retirement and insurance solutions for retail clients in the USA.Industry Experience
- Financial - Advisor & Planning
- Financial Services
- Management Consulting
- Project Management
Professional Experience
- Account Management (9 yrs)
- Asset Management (9 yrs)
- Blogging (2 yrs)
- Business Analyst (9 yrs)
- Business Management (6 yrs)
- Business Planning (5 yrs)
- Business Process (3 yrs)
- Financial Analysis (7 yrs)
- Retirement Planning (7 yrs)
- Strategic Consulting (9 yrs)
Employment Type
- Full time
Career Level
- Executive
- Director
- Mid-Senior level
Matters About Job
- Use of Skill Sets
Preferred Company Culture
- Traditional / Corporate
Preferred Management Style
- Respected Professional
Personality Type
- Extroverted (Outgoing)
