Ravi Vaithinathan

PRODUCT ANALYST

Konzortia Capital

Sep 2022 - Apr 2024 (1 year 8 months)

• Providing expertise on website design to help create and support the company website for client access while acting as a liaison between management, website technical support, marketing, and clients. • Used Jira to provide communication to everyone within the organization to help with creating the website. • Provided support to the marketing team to determine how to bring customers over to use the website while writing articles about private markets. • Created article content and thought leadership pieces to post on the website and social media content to be seen on LinkedIn, Facebook, and Twitter. Also created digital assets to attract potential customers. • Wrote research documents on whether to create a broker/dealer from scratch

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OWNER

Tendbar, LLC

Oct 2016 - Dec 2019 (3 years 3 months)

Sole proprietor delivery service in the Florida Keys (now closed for health reasons). • Orchestrated and expedited up to 20 deliveries per day of groceries, alcohol, and other amenities to residents and visiting tourists. • Partnered with 5 restaurants through networking and personal relationships to establish take-out delivery service. • Created advertising strategy using social media and local newspapers to generate new business during tourism off season. • Grew annual revenue to $60K and acquired credit card payment applications for secure transactions.

BROKERAGE OPERATIONS REPRESENTATIVE III

Fidelity Investments

Aug 2006 - Aug 2013 (7 years 1 month)

$3.3 trillion • Administered share requests for transfer agents through Direct Registration Service (DRS) and performed deposit/withdraw at custodial (DWAC) transfers from Depository Trust Company (DTS) as direct report to VP of Asset Services. • Managed up to $200M in daily transfers of cash, RSAs, and RSUs between custodial and beneficiary accounts. • Executed up to 250 wire transfers daily for custodial clients to allocate taxes and proceeds resulting from shares awarded to beneficiary accounts. • Investigated and resolved complications arising from cash and asset transfers such as currency exchange or procedural errors. • Engaged in weekly strategy meetings with 10-member team to balance workload and solve complex client issues. •

RISK ANALYST, Contractor

Fidelity Investments

Dec 2005 - Dec 2006 (1 year 1 month)

• Processed up to 100 court orders daily to implement legal restrictions on accounts including split proceeds and forced distribution. • Analyzed legal documentation and financial data with 8-member team to determine appropriate level of account restrictions.

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INSTITUTIONAL RELATIONSHIP MANAGER

Institutional Shareholder Services

Feb 2003 - Dec 2004 (1 year 11 months)

Proxy advisory firm handling over 61% of corporate governance solutions in the global financial community. • Opened new accounts for custodial bank to allow shareholders access to proxy voting mechanisms. • Responded to account inquires related to voting systems for up to 50 clients. • Tracked ballot measures and established ongoing communication with clients regarding imminent corporate decisions. • Directed onboarding process for up to 6 new clients per month and trained on voting procedures and proprietary technology.

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TRANSFER OF ASSET REPRESENTATIVE

Fidelity Investments,

Oct 2001 - Oct 2002 (1 year 1 month)

As a Transfer of Asset Representative, I was responsible for managing the seamless transfer of assets between departments, ensuring compliance with all regulatory requirements and internal policies. My role involved meticulous documentation and coordination with various stakeholders to facilitate efficient transactions. Additionally, I leveraged my customer success skills to research and resolve issues faced by our clients, enhancing their experience and ensuring that their needs were met throughout the asset transfer process. This focus on customer satisfaction not only improved client relationships but also contributed to the overall success of our operations.

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PRODUCT SPECIALIST

Redwood Investment Systems, Inc.,

May 2000 - Sep 2000 (5 months)

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SERVICE SPECIALIST

Fidelity Investments,

Feb 1999 - Apr 2000 (1 year 3 months)

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EPIC (ECS) REPRESENTATIVE

Fidelity Investments,

Aug 1996 - Feb 1999 (2 years 7 months)

As an EPIC (ECS) Representative, I was responsible for providing exceptional technical support and ensuring customer success by assisting clients in navigating our website and utilizing the trading software that was launched during my tenure. My role involved addressing client inquiries, troubleshooting issues, and delivering solutions that enhanced user experience. Additionally, I contributed to the go-to-market strategy by gathering client feedback on the software, which informed future enhancements and ensured that our offerings met customer needs effectively.

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BROKERAGE REPRESENTATIVE

Fidelity Investments,

Aug 1995 - Aug 1996 (1 year 1 month)

Ravi Vaithinathan

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