William O'Neil + Co., Inc.
Kuldeep Mamgain is a seasoned finance professional currently serving as the Equity Research Lead at William O'Neil + Co., Inc. since April 2023, overseeing portfolio administration for DAI and its subsidiaries. Prior experience includes a role as Project Delivery Lead at Mphasis, where responsibilities encompassed setting up new business initiatives and creating financial reports. Kuldeep also worked as a Senior Implementation Analyst at Clearwater Analytics, focusing on client onboarding and portfolio reconciliation, and has held multiple positions at HSBC Global Banking and Markets, including Assistant Manager and Product Control Analyst, where significant tasks involved balance sheet substantiation and trade break investigation. Earlier career experiences feature a position as Fund Accountant at Tata Consultancy Services, ensuring daily cash and position reconciliations, and as a Financial Data Analyst at Nirvana Solutions, managing portfolios for US hedge investors. Kuldeep holds a Master's degree in Finance from Indira Gandhi National Open University and a B.Com (Hons) in Accounting and Finance from Delhi University.
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William O'Neil + Co., Inc.
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William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing timely—and time-saving—global buy and sell recommendations, customized independent research, and market advice. We also produce thoughtful research covering global investing themes as well as the most compelling equities of the moment, analyzed using our O’Neil Methodology, a blended method of stock analysis that we have perfected over more than 50 years. Our premier equity research platform PANARAY® provides access to our research and uses innovative visual displays of complex market information, placing us at the forefront of using technology to deliver our high-touch services. Founded in 1963, William O'Neil + Co. is headquartered in Los Angeles with offices in New York, Boston, Chicago, San Francisco, and London.