Aman Kohli
Dix Hills,NY
Summary
Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with a focus on fostering productive and positive team culture.
Overview
18
18
years of professional experience
Work History
Senior Relationship Manager | Wealth Management
Northwestern Mutual
02.2022 - 06.2024
- Partner with Financial Advisors, operations, and legal/risk/compliance teams to deliver comprehensive, high-level service to private wealth clients.
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Developed comprehensive client engagement plans for enhancing client satisfaction.
- Engage in collaborative efforts with Financial Advisors to develop, refine, and adapt ideal model portfolios, overseeing private client portfolios valued at over $1 billion in assets.
- Engage with private clients in personalized settings, client forums, and internal conferences to assist with portfolio construction, private client account maintenance, and implementation of financial planning strategies.
- Led cross-functional teams for delivering integrated solutions to complex client challenges.
Operations Manager | Business Consulting
Acres Trading Company
08.2021 - 12.2021
- Supervised daily operations for four Metro PCs / T-Mobile locations optimizing store performance and delivering consistent revenue growth
- Streamlined inventory management and staff scheduling processes to reduce costs by 20% and improve operational efficiency
- Spearheaded team development through effective hiring, training, and performance management, resulting in improved employee retention and productivity
- Fostered strong relationships with suppliers and partners to maintain consistent product availability and support business objectives
- Conducted market analysis for informed decision-making and resource allocation.
Assistant Vice President | Wealth Management
Morgan Stanley
03.2016 - 08.2019
- Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.
- Created customized and detailed analyses to respond to client requests types of requests include returns-based analysis, holdings-based analysis, return attribution, and portfolio optimization exercises.
- Managed and grew assets in private and institutional portfolios of $500 million by 13%.
- Managed resource allocation for maximized operational efficiency and long-term sustainability.
- Led cross-functional teams to drive strategic initiatives for increased operational synergy.
Investment Strategist
Bank of America
03.2014 - 08.2015
- Guided Strategic Asset Allocation initiatives for ultra-high net worth and institutional investors impacting $250+ billion in assets.
- Provided portfolio managers with investment management research ranging from asset allocation, risk analytics, industry trends around portfolio construction and investment, and due diligence to comply with industry fiduciary standards.
- Constructed and maintained the private bank's 15-year forward-looking Capital Market Assumptions used in bank-wide client-facing simulation, wealth forecasting, and optimization tools to ensure regulatory compliance.
- Developed presentations to communicate strategic recommendations to leadership.
- Provided actionable insights based on data-driven analysis, enabling informed decision-making across all levels of the organization.
- Managed high-impact projects from inception to completion, consistently delivering results on time and within budget constraints.
Financial Analyst | Wealth Management
Bank of America
01.2011 - 03.2014
- Led the strategy and project management for several critical projects to create new service offerings and enhance internal processes for the Capital Markets and Advisory Group.
- Provided sophisticated solutions across equity, debt, foreign exchange, and derivative markets for ultrahigh net worth clientele to maximize returns on client portfolios.
- Anticipate client issues concerning calls, maturities, debit balances, changes in investment objectives, and behavior that can result in compliance or regulatory concerns.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends, and potential areas of improvement.
- Strengthened relationships with external partners through timely communication and collaboration.
Client Associate
Bank of America
02.2006 - 01.2011
- Coordinated client onboarding processes for smooth integration into services.
- Developed and maintained comprehensive client records for accurate service tracking.
- Conducted regular check-ins to gather feedback and identify areas for improvement.
- Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
- Assisted Financial Advisors with servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions.
- Developed strategies to improve processes and reduce costs by 30%.
Education
BBA - Business Management
State University of New York, College At Old Westbury
Old Westbury, NY08.2008
Skills
- Bloomberg Anywhere
- Morningstar Direct
- Salesforce
- Factset
- Research and data analysis
- Financial management
- MS Office suite
- Project management
- Financial statement analysis
- Financial and operational reporting
- Customer engagement
- Strategic planning
- Time management
- Organizational skills
- Relationship building and management
Licenses
• General Securities Representative, State Securities Licenses (Series 7, 63, 66), and
• Health and Life Insurance
Languages
Hindi
Beginner (A1)
Punjabi
Beginner (A1)
Timeline
Senior Relationship Manager | Wealth Management
Northwestern Mutual
02.2022 - 06.2024
Operations Manager | Business Consulting
Acres Trading Company
08.2021 - 12.2021
Assistant Vice President | Wealth Management
Morgan Stanley
03.2016 - 08.2019
Investment Strategist
Bank of America
03.2014 - 08.2015
Financial Analyst | Wealth Management
Bank of America
01.2011 - 03.2014
Client Associate
Bank of America
02.2006 - 01.2011
BBA - Business Management
State University of New York, College At Old Westbury
Similar Profiles
Harkaranveer SinghHarkaranveer Singh
Application Input Analyst at Northwestern MutualApplication Input Analyst at Northwestern Mutual
Bryan BautistaBryan Bautista
Financial Representative at Northwestern MutualFinancial Representative at Northwestern Mutual
Rajender GuduruRajender Guduru
Financial Advisor at Northwestern MutualFinancial Advisor at Northwestern Mutual