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Profile
Sangeetha Srinivasan, MBA, CFA
A self-professed lover of the sea, my thalassophilia expresses itself through sailing, surfing, snorkeling, and exotic island journeys. When on dry land, I am a cricket tragic and Scottish spirits aficionado who enjoys a quiet afternoon with a book, classic movie, or just a piquant recipe.
Indira Gandhi, Golda Meir, Madame Marie Curie, Diane Greene, and Dame Judi Dench - Leadership, Determination, Perseverance, Innovation, and High Performance.
'I will have no man on my boat who is not afraid of a whale' - Starbuck the chief mate of Pequod in Moby Dick. Every pursuit needs to balanced with reason and the determination to do the right thing.
Building business ecosystems which balance performance and growth with responsibility and sustainability. My ideal business environment is rich with knowledge sharing, multi-dimensional roles, and personal/team challenges which motivate and inspire all.
My perpetual travel: transcending cultures and imbibing that which strengthens, I have come a long way from my home city on India's east coast. Travel is fatal to prejudice, bigotry, and narrow mindedness (courtesy Mark Twain).
About Sangeetha
- Objective: Sangeetha's goal is to lead financial institutions through growth and regulatory-related change while solving multi-dimensional risk challenges through effective leadership.
- Snapshot: Sangeetha brings extensive experience in compliance and risk management, strategic transformation, and change management. She enjoys working with intellectually curious teams which thrive in a high performance culture of mentoring, collaboration, and growth.
Experience
- Managing Director, Enterprise Risk Management at Charles Schwab Corporation: Helped define company-wide compliance and risk management policies and governance.
- Senior Manager (Director) in the financial advisory practice of Ernst & Young: Worked with some of the largest Banks, Broker-Dealers, Asset Managers, and diversified large Financial Institutions in charting their compliance journey.
- Senior Consultant in the Business Consulting division of Infosys: Assisted clients set up complex ERP systems and design future state finance models for their business.
Education
- London Business School, MBA
- Chartered Financial Analyst
- Dehli University, Masters in Finance
- University of Madras, Bachelor of Commerce
Affiliations & Boards
- San Francisco Alumni Board, LBS
