As the WAM Advisory Leader, Nalika has worked extensively with many of the top 10 global Wealth and Asset management firms. She has led projects ranging from strategy to execution, focusing on business, operations and technology operating models. She works with clients to define innovative offerings for the digital age.
Nalika has an MBA from Columbia University in Finance and Management and a bachelor’s degree from Mercyhurst University.
How Nalika is building a better working world
Nalika is a leader in helping companies deliver wealth management services to underserved segments. Wealth management firms have historically avoided retail and mass affluent segments due to lower profitability. However, new digital platforms now allow for services that are tailored and cost effective. Nalika helps WM firms define solutions and prioritize investments in business and technology to better serve underserved client segments.