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Shiva B. Krishnan, CFA

Shiva B. Krishnan, CFA

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location of Shiva B. Krishnan, CFADallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Director, Portfolio Transition Management

  • Education

    • Stevens Institute of Technology

      -
      Master's degree Computer Science

      M.S. Computer Science

    • University of Madras

      -
      Bachelor's degree Computer Science

      B.S. Computer Science

  • Experience

    • Morgan Stanley

      Jan 2010 - Jan 2012
      Associate

    • New York City Economic Development Corporation

      Jan 2013 - Jan 2014
      Sr Business Analyst

    • Citi

      Jan 2014 - Jan 2016
      IT Business Sr. Analyst

      Capital Markets - Trading and Research

    • Morgan Stanley

      Jan 2016 - Jan 2019
      Vice President, Product Manager

      Created an integrated portal for Financial Advisor's to manage their book of business.

    • JPMorgan Chase & Co.

      Jan 2020 - May 2024
      Vice President

    • Charles Schwab

      Jun 2024 - now
      Director, Investment and Portfolio Transition Management

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute

  • Volunteer Experience

    • Packaging food in soup kitchen

      Issued by Soup Kitchen
      Soup KitchenAssociated with Shiva B. Krishnan, CFA