Neha Bhatia Ramdas

Neha Bhatia Ramdas has a wealth of work experience, starting in 2007 as an Analyst in the Portfolio Analytics Group at BlackRock. In 2008, they moved to Acropolis Capital Group as an Analyst in Private Equity, and in 2009, they became a Senior Analyst in Investment Banking at JM Financial. In 2012, they were a Business and Sales Manager in South East Asia and Global NRI at Coutts. From 2014 to 2017, they were an Investment Advisor at Fisher Investments, and then Global Director of Sales at Juntos, Inc. (which was acquired by Nubank). In 2019, they became VP of Sales at OpenInvest (which was acquired by J.P Morgan), and in 2021, they were VP, Head of Sales and Client Success at Secfi. Currently, they are VP, Head of Revenue at ModernLoop.

Neha Bhatia Ramdas has a strong educational background in mathematics. Neha obtained their Bachelor of Science (BSc) degree from Delhi University in 2003. After that, they went on to pursue a Master of Arts (M.A.) degree in Mathematics from the same university in 2004-2005. Neha then moved to the University of Cambridge to pursue a masters degree in Mathematics(Analysis) from 2006-2007. Finally, they completed their Masters degree in Mathematics of Finance from Columbia University in 2007. In addition to their educational qualifications, Neha also holds certifications from FINRA, including a Series 7 obtained in December 2021 and a Series 65 obtained in April 2014.