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sowmya umesh

Client Onboarding Specialist | Regulatory Compliance | CDD/EDD | Process Optimization

Bengaluru

7+ years of work experience

JPMorganChase
Nov 20251 yrPresent

Bengaluru, Karnataka, India

L&T Technology Services
Sep 20223 yrs 2 mosOct 2025

Karnataka, India

Goldman Sachs
Jan 20202 yrs 8 mosAug 2022

Bengaluru, Karnataka, India

Northern Trust Asset Management
Feb 20181 yr 4 mosMay 2019

sowmya’s AI Stack

claude code
claude code
ChatGPT
ChatGPT
LiteLLM
LiteLLM

Education

Virginia Commonwealth University

Master of Science, Business (Finance)

Virginia Commonwealth University

20161 yr2017

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Headline

Client Onboarding Specialist | Regulatory Compliance | CDD/EDD | Process Optimization

About

Experienced Analyst with a demonstrated history of working in the investment management industry. Skilled in Accounting, Asset Management, Risk Assessment, and Financial Statements. Strong business development professional with a Master of Science focused in Business (Finance) from Virginia Commonwealth University.

Location

Bengaluru

AI stack

claude code

ChatGPT

LiteLLM

Work experience

Associate at JPMorganChase, Nov 2025 - Present · 1 yr, Bengaluru, Karnataka, India

Senior Executive at L&T Technology Services, Sep 2022 - Oct 2025 · 3 yrs 2 mos, Karnataka, India

Senior Analyst at Goldman Sachs, Jan 2020 - Aug 2022 · 2 yrs 8 mos, Bengaluru, Karnataka, India

Analyst at Northern Trust Asset Management, Feb 2018 - May 2019 · 1 yr 4 mos

Education

Master of Science, Business (Finance), Virginia Commonwealth University

sowmya umesh - Associate in Bengaluru | Tal