National Director Of Client Experience@ BMO Wealth Management - U.S.
Chicago, Illinois, United States
Aditi Kapadia
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FlashIntel GPTAditi Kapadia is a highly experienced finance professional with 19.7 years of work experience. She has a diverse skill set that includes finance, internal controls, financial analysis, and strategic financial planning. Aditi has held various leadership positions in renowned companies such as BMO Wealth Management, Ge Oil & Gas, and GE Capital. She has a strong background in sales force effectiveness and investment management. Aditi is currently based in Chicago, Illinois and is known for her strong analytical skills and ability to effectively communicate with teams.
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About
Operational Excellence | Sales force effectiveness | Investment Management
Work Experience
National Director Of Client Experience
Financial Services
Aditi Kapadia's Professional Milestones
- Summer Scholar (2005-01-01~): Publishing groundbreaking research that contributes to understanding and teaching the subject.
- Manager, Corporate Audit Staff (2009-07-01~2013-03-01): Conducted thorough audits, ensuring compliance and safeguarding company assets.
Skill
Finance
Internal Controls
Financial Analysis
Financial Modeling
Managerial Finance
Auditing
Strategic Financial Planning
Corporate Finance
Financial Reporting
Financial Audits
Accounting
Us Gaap
Analysis
Treasury
Financial Accounting
Forecasting
Financial Planning
Ifrs
Mergers And Acquisitions
Enterprise Risk Management
Sec Filings
Analytical Skills
Valuation
Due Diligence
Variance Analysis
Internal Audit
U.s. Generally Accepted Accounting Principles
Derivatives
Acquisition Integration
Cost Accounting
Financial Forecasting
Consolidation
Restructuring
Cash Flow
Gaap
Sales Management
Sales Operations
Commercial Real Estate
Debt And Equity Financing
Strategic Planning
Executive Level Communication
High Impact Communication
Team Management
Certification
Colleagues
Shannon Kennedy
ceo bmo wealth management u s experienced board executive
Stephanie Torn
crm product owner vice president
Patrick Hamlin
deputy chief fiduciary officer & sr manager compliance risk advisory
Yung-Yu Ma
Chief Investment Officer
Steven J. Blazek
director private wealth advisor - connector leader mentor dynamic business owner s strategies and solutions
Other Named Aditi Kapadia
Frequently asked questions
We found 2 Aditi Kapadia's email addresses
Aditi Kapadia's social media include: Linkedin,
Aditi Kapadia works for BMO Wealth Management - U.S.
Aditi Kapadia's role in BMO Wealth Management - U.S. is National Director Of Client Experience
Aditi Kapadia works in the industry of Financial Services
Aditi Kapadia's colleagues are Shannon Kennedy,Stephanie Torn,Patrick Hamlin
Aditi Kapadia's latest job experience is National Director Of Client Experience at BMO Wealth Management - U.S.
