Milan Doshi
CEO and Founder at Doshi Consulting Solutions, Inc. | United States
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Milan Doshi is a seasoned leader in the financial services consulting arena, serving as the CEO and Founder of Doshi Consulting Solutions, Inc. (DCS). Under his guidance, DCS has emerged as a premier boutique consultancy, specializing in strategic, operational, and organizational consulting, as well as change management services tailored specifically for the financial services and clearing industry. With a robust portfolio of clients that includes prominent broker-dealers, asset management firms, and wealth management organizations, Milan has cultivated a reputation for delivering innovative solutions that drive efficiency and enhance operational effectiveness.
Milan’s expertise spans a wide range of financial sectors, including fixed income, equities, and capital markets, where he leverages his extensive knowledge of trading systems and hedge funds to address complex challenges faced by his clients. His hands-on approach to consulting ensures that DCS not only identifies strategic opportunities but also implements actionable plans that facilitate sustainable growth and transformation. Key projects led by Milan have involved comprehensive change management initiatives that align organizational structures with evolving market demands, thereby enabling clients to navigate the intricacies of regulatory compliance and technological advancements.
With a strong foundation in fundraising and securities, Milan is adept at fostering relationships that drive business development and enhance client engagement. His commitment to excellence and deep understanding of the financial landscape empower DCS to deliver tailored solutions that meet the unique needs of each client, solidifying the firm’s position as a trusted partner in the financial services industry. Through his leadership, Milan Doshi continues to shape the future of consulting in the financial sector, ensuring that DCS remains at the forefront of industry innovation and client success.
Author at Doshi Books for Kids in April 2020 to Present
Chairman of the Board at New York State 4-H Foundation, Inc. in January 2023 to Present
CEO and Founder at Doshi Consulting Solutions, Inc. in June 2012 to Present
Vice Chair Board of Directors and Treasurer at New York State 4-H Foundation, Inc. in November 2021 to January 2023
Board Trustee at New York State 4-H Foundation, Inc. in January 2021 to November 2021
Senior Vice President (Penson became Apex Fintech Solutions) at Penson Financial Services in July 2010 to January 2012
Vice President at Broadridge in January 2005 to June 2010
Vice President at Banc of America Securities in January 1999 to January 2004
Trade Support Specialist at Morgan Stanley in January 1998 to January 1999
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Fundraising
Securities
Financial Services
Trading
Equities
Fixed Income
Series 7
Capital Markets
Trading Systems
Hedge Funds
Electronic Trading
Risk Management
Investments
Back Office
Options
Series 63
FINRA
Series 24
Mutual Funds
Portfolio Management
Asset Management
Banking
Back Office Operations
Investment Banking
Strategy
Middle Office
Prime Brokerage
Finance
Relationship Management
Financial Risk
Wealth Management
FX Options
Business Process Improvement
Market Data
AML
Accounting
Forecasting
Hedging
Financial Advisory
Foreign Exchange (FX) Options
Equity Trading
Bloomberg Terminal
Anti Money Laundering
Change Management
Broadridge
Complex Project Management
Key Relationship Management
C-Suite
Financial System Conversions
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Discover more about Doshi Consulting Solutions, Inc.What is Milan Doshi email address?
Email Milan Doshi at [email protected] and [email protected]. This email is the most updated Milan Doshi email found in 2026.
What is Milan Doshi phone number?
Milan Doshi phone number is +15734701357 and +13476899437.
How to contact Milan Doshi?
To contact Milan Doshi send an email to [email protected] or [email protected]. If you want to call Milan Doshi try calling on +15734701357 and +13476899437.
What company does Milan Doshi work for?
Milan Doshi works for Doshi Consulting Solutions, Inc.
What is Milan Doshi's role at Doshi Consulting Solutions, Inc.?
Milan Doshi is CEO and Founder
What industry does Milan Doshi work in?
Milan Doshi works in the Financial Services industry.
Milan Doshi Email Addresses
Milan Doshi Phone Numbers
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