Amanpreet Kohli

Customer Success Manager and Operations Manager

Message

Intro

United States

Studied Business Management and Administration at SUNY Old Westbury

Joined January 8, 2025

Skills

Languages

Hindi

Basic

English

Native or Bilingual

About

With over 15 years of experience in the finance industry, I have cultivated a deep understanding of investment operations, client relationship management, and strategic consulting. I specialize in simplifying complex financial processes, enabling stakeholders to make informed decisions, and driving high-quality outcomes. My professional journey includes working with prominent financial institutions, where I managed investment operations, facilitated large-scale asset movements, and supported diverse client portfolios. I am passionate about translating strategic visions into actionable plans and have a proven track record in leading cross-functional teams, overseeing full project lifecycles, and enhancing business efficiencies. Throughout my career, I’ve leveraged my strengths in communication and collaboration to connect people and ideas, fostering environments that support growth, creativity, and impactful change. I approach each challenge with empathy, honesty, and a focus on delivering value. My passion for helping others thrive is rooted in my ability to see the strengths and potential in those around me, and I’m excited to continue building relationships that drive meaningful outcomes. Whether it’s advising on complex investment strategies or providing solutions to streamline operations, I strive to be a trusted partner and resource for clients and teams alike.

Experience

Northwestern Mutual

Feb 2022 – Jun 2024

Senior Relationship Manager

Acres Trading Company

Aug 2019 – Dec 2023

Operations Manager

Morgan Stanley

Mar 2016 – Aug 2019

Assistant Vice President, Business Development Manager

Bank of America

Feb 2006 – Aug 2019

Investment Strategist

Education

SUNY Old Westbury

Sep 2006 – Aug 2008

Bachelors of Science, Business Management and Administration