Geo Cherpanath

5 YEARS OF FINANCIAL EXPERIENCE | IMMEDIATELY AVAILABLE FORMER SENIOR OPERATIONS ANALYST

ANALYST From June 01, 2022 (1 Year) Employer: Wealth Story (Wealth Management Start-up)

❖ Develop Power Bi dashboard for multipurpose valuations. ❖ Help develop personalized financial plans tailored to their needs and goals. ❖ Personalized client support services. ❖ Wealth management, develop business plans, organization and protection of AUM.

SELF EMPLOYED From March 01, 2022 to June 01, 2022 (0 Year 4 Months)

❖ Contract projects with the Public Works Department (Government); data entry and road site visits for the R-Tracker (road maintenance app) project. ❖ Worked as an assistant editor on a feature film. ❖ Was a marketer for a small firm that provided culinary goods to local businesses. ❖ Several media content projects, including video production, short films, soundtracks, cinematography and visual effects. ❖ Data entry, proof reading, article writing, media contents for digital marketing

SENIOR OPERATIONAL ANALYST June 12, 2017 - Jan 31, 2022 (4.9 Years) Employer: Envestnet Asset Management, Inc.

I joined Envestnet as an Operations Analyst via campus placement. In this role, I am responsible for a variety of tasks, including: ❖ Cash and position reconciliation of high value portfolios ❖ Daily portfolio monitoring for clients, money managers, RIA, and broker-dealers ❖ Cross-referencing Envestnet platform data with third party data from custodians such as Pershing and Charles Schwab ❖ Processing corporate actions such as spin-offs, stock splits, mergers, and so on ❖ Market research using sources such as Bloomberg and Yahoo Finance ❖ Developing and evaluating a variety of audit and performance reports for end users ❖ Managing high-value client portfolios and handling a large volume of transactions ❖ Handling time and privacy sensitive data to meet service level agreements. ❖ Process enhancement, reliability, automation, and standardization ❖ Acclimating new joiners, helping co-workers, and building strong team dynamics.

Master of Commerce, Finance – (2017) Mark: 61% 

DePaul Institute of Science and Technology, Angamaly 

Bachelor of Commerce, Finance and Taxation- (2015) Mark: 50% 

Mahatma Gandhi University, Kottayam