Head Of RFP | Client And Data Reporting@ Matthews Asia
Orinda, California, United States
Sheetal Joshipura
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University of Michigan
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FlashIntel GPTSheetal Joshipura is an experienced RFP & Data Manager with over 22 years of work experience in the financial services industry. She has a strong background in customer relationship management, asset management, mutual funds, securities regulation, and hedge funds. Sheetal has worked at Matthews Asia as the Head of RFP, Client and Data Reporting, and at BlackRock as the Director and Vice President. She also has experience as an Analyst/Associate and Mortgage Consultant. Sheetal holds a BA in Economics from the University of Michigan.
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About
Experienced RFP & Data Manager with a demonstrated history of working in the financial services industry. Skilled in Customer Relationship Management (CRM), Asset Management, Mutual Funds, Securities Regulation, and Hedge Funds. Strong professional with a BA focused in Economics from University of Michigan.
Work Experience
Head Of RFP | Client And Data Reporting
Financial Services
Sheetal Joshipura's Professional Milestones
- Intern, Research And Analytical Support (2001-04-01~2002-04-01): Assisted in developing data-driven strategies and optimizing analytical support for critical decision-making.
- Vice President (2010-01-01~2011-06-01): Implementing strategic initiatives to drive organizational growth and maximize profitability.
Education
Economics
1998-2002Skill
Fixed Income
Crm
Equities
Finance
Asset Management
Series 7
Series 63
Portfolio Management
Alternative Investments
Asset Allocation
Hedge Funds
Mutual Funds
Capital Markets
Certification
Colleagues
Stefan Stuerwald
Director | Co-Chief Data Privacy Officer | Program Management Compliance Budgeting
Jeffrey D. Lovell
co-chairman founder at lovell minnick partners llc
Bill Hackett
Chief Executive Officer
Meg Johnson
vp marketing at matthews asia
Lori Jenner, CFA
Vice President Business Development
Other Named Sheetal Joshipura
Frequently asked questions
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Sheetal Joshipura works for Matthews Asia
Sheetal Joshipura's role in Matthews Asia is Head Of RFP | Client And Data Reporting
Sheetal Joshipura works in the industry of Financial Services
Sheetal Joshipura's colleagues are Stefan Stuerwald,Jeffrey D. Lovell,Bill Hackett
Sheetal Joshipura's latest job experience is Head Of RFP | Client And Data Reporting at Matthews Asia
Sheetal Joshipura's latest education in University of Michigan
