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David Rodrigues

David Rodrigues

Executive

Followers of David Rodrigues408 followers
location of David RodriguesMumbai, Maharashtra, India

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  • Timeline

  • About me

    Operations In Charge - Vice President - UHNI Private Wealth Operations at Nuvama Wealth Management (erstwhile Edelweiss Wealth)

  • Education

    • Holy Family High School

      -
      SSC

    • Shri Chinai College Of Commerce and Economics

      1992 - 1993
      B'Com Commerce and Economics

    • Narsee Monjee Institute of Management Studies

      1993 - 1994
      Diploma in Financial Management Financial Planning and Services

    • The ICFAI University, Tripura

      2011 - 2014
      MBA Investments and Securities

  • Experience

    • Amserge Investments & Finance Company PL

      Mar 1995 - Mar 1996
      Executive

      Portfolio operations

    • Modern Shares and Stockbrokers Limited

      Mar 1996 - Jan 2004
      Executive - PMS operations

      PMS operations, Banking and Settlements, Dealer -NSE

    • IL&FS SECURITIES SERVICES LIMITED

      Jan 2004 - Jan 2007
      Officer Custodial Services

      Custodial Operations for PMS, Wealth, Institutions, Banks

    • JM Financial Services Ltd

      Jan 2007 - Aug 2021
      Team Leader - Wealth Operations and PMS

      Overall operations and team management - wealth

    • Nuvama Wealth

      Sept 2021 - now
      Wealth Operations In charge - VP - UHNI Private Wealth Operations

  • Licenses & Certifications

    • Lean Six Sigma