Ravi P
Senior Vice President - Investments at Wells Fargo Advisors | New York, New York, United States
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Ravi P. serves as an Executive Director and Banker at J.P. Morgan Private Bank, where he leverages over 25 years of extensive experience in Capital Markets and investment banking to provide exceptional service to high-net-worth individuals, families, and institutional clients. In his current role, Ravi acts as a trusted advisor, guiding clients through complex financial landscapes to help them achieve their wealth management goals and create a lasting legacy. His strategic thinking and deep understanding of financial markets enable him to craft tailored investment strategies that align with each client's unique objectives and risk tolerance.
At J.P. Morgan, Ravi is involved in key projects that focus on innovative wealth management solutions, including the development of customized investment products and fiduciary services that address the evolving needs of affluent clients. His expertise in financial analysis and business strategy allows him to identify new business opportunities and enhance client engagement, ensuring that each client receives personalized attention and comprehensive support. Ravi's proficiency in mutual funds, funding strategies, and banking services further solidifies his role as a powerful advocate for his clients, helping them navigate the complexities of wealth preservation and growth.
Ravi's commitment to excellence in service is complemented by his professional certifications, including Series 7, which underscores his dedication to maintaining the highest standards in the financial industry. As he continues to drive impactful results at J.P. Morgan Private Bank, Ravi remains focused on fostering long-term relationships built on trust, integrity, and a shared vision for financial success.
Senior Vice President - Investments at Wells Fargo Advisors in April 2025 to Present
Executive Director | Banker | J.P. Morgan Private Bank at J.P. Morgan in October 2021 to April 2025
Board Member at TiE New York in March 2024 to March 2025
Executive Director - Investments at Oppenheimer & Co. Inc. in November 2019 to October 2021
President at ICICI Securities Inc (a Finra member) in January 2018 to October 2019
CEO (Head - North American region, Business Development/Sales) at Ambit America Inc (a Finra member) in January 2015 to December 2017
CEO, (Head - North American region), at IDFC Capital Inc (a Finra member) in October 2012 to December 2014
President & CEO (Head - Americas region) at Kotak Mahindra Inc (a Goldman Sachs JV subsidiary till 2006) in April 2001 to October 2012
Vice President-Investment Banking Group at Goldman Sachs Kotak Investment Banking JV in March 1998 to July 2001
VP & Head – Corporate Finance, Syndications and Products group at Kotak Mahindra Bank in March 1994 to March 1998
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Family Wealth Management
Multi-generational Planning
Customer Service
Financial Planning
Client Relations
Loan Structuring
Interpersonal Skills
Investment Management
Strategic Thinking
Team Leadership
Series 7
Academic Achievement
Scenario Analysis
Financial Structuring
Financial Services
Project Finance
Brokerage
Funding
Customer Acquisition
Real Estate Financing
Customer Communication
Management
Leadership
Social Influence
Equities
Investment Advisory Services
Business Strategy
Private Equity Firms
Client Services
Mutual Funds
Investment Banking
Finance
Executive Management
Communication
New Business Opportunities
Capital Structure
Private Banking
Financial Advisory
Affluent
Investment Strategies
Insurance
Mergers & Acquisitions (M&A)
Analytical Skills
Corporate Finance
Portfolio Management
Investments
Banking
Business Relationship Management
Wealth Management Services
Strategy
Financial Analysis
Business Development
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Discover more about Wells Fargo AdvisorsWhat is Ravi P email address?
Email Ravi P at [email protected]. This email is the most updated Ravi P email found in 2026.
How to contact Ravi P?
To contact Ravi P send an email to [email protected]. (updated on September 13, 2024)
What company does Ravi P work for?
Ravi P works for Wells Fargo Advisors
What is Ravi P's role at Wells Fargo Advisors?
Ravi P is Senior Vice President - Investments
What is Ravi P's Phone Number?
Ravi P's phone (212) ***-*155
What industry does Ravi P work in?
Ravi P works in the Financial Services industry.
Ravi P Email Addresses
Ravi P Phone Numbers
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