Integrated Portfolio Solutions
Ravi Yadav is a seasoned professional with extensive experience in portfolio administration and client services across multiple organizations. Currently serving as a Senior Portfolio Administrator at Integrated since May 2022, Ravi has previously held positions including Holdings Management Administrator at OpenMarkets Group and Client Service Officer at Ord Minnett. Other roles span from a Website Platform Analyst at ANZ Share Investing to a Technical Support Specialist at ANZ. Educational qualifications include a Graduate Certificate in Data Analytics from Deakin University, a Bachelor's Degree in Business/Commerce from Savitribai Phule Pune University, and an FTA in Automobile/Automotive Mechanics Technology from TATA MOTORS. Additionally, Ravi completed a RG146 qualification in Banking, Corporate, Finance, and Securities Law through Kaplan Professional.
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Integrated Portfolio Solutions
Independently owned and operated administration platform, built by Advisors, for Advisors.