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Sumit Punjabi is senior manager of RPA strategy, digital strategy and business transformation at NTT DATA Services. He is a management consultant with extensive global consulting experience spanning the breadth of robotics process automation strategy and roadmap definition, digital strategy assessments, customer journey re-engineering, business transformation, business process management, program management, change management and implementation of various policy level changes impacting the organization.
He has advised senior executives of leading global institutions on several strategic engagements, assessing the organizations business strategies, people, process and technology capabilities, identifying key client business issues, determining client needs, validating analysis and developing recommendations for the client in the context of the overall business strategy. He has extensively used Lean Six-Sigma and ITIL methodologies to analyze, improve and redesign solutions across business and IT process areas.
Sumit is an MBA from Indian School of Business and participated in a student exchange program with Tuck School of Business at Dartmouth University. He is also a Certified Six Sigma Black Belt (ASQ), Dell Certified Project Management Professional and Trained in ITIL v3.
February 27 -
Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.
February 26
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The sandwich generation is struggling to save for its own needs, and when you add in family demands, it paints a "grim picture," an expert says.
February 26
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Andre Sterley is a senior audit manager and practice leader for the digital asset group of Mazars USA based in New York City, as well as co-chair for the accounting and audit working group of the Accounting Blockchain Coalition. The Mazars Digital Asset Group was formed with the mission to help organizations navigate the complex accounting, tax, audit and other advisory issues related to digital assets, blockchain and distributed ledger technologies.
February 26
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Smaller firms are opting to turn into OSJs in an era of shrinking margins for IBDs and record consolidation in wealth management.
February 26
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The group is comprised of 11 advisors and client service associates.
February 26
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Brad Winges is the President and CEO of HilltopSecurities, a financial services firm and registered investment adviser in Dallas. Before joining HilltopSecurities, Winges was senior executive managing director at Piper Jaffray and a member of the company's leadership team.
February 26
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Lavanya Nair is a reporter for Financial Planning. Follow her on Twitter: @Lavi4Life
February 26
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The real question is, how long are you willing to stay with a trade if you're sure you're right.
February 26
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Not knowing a FINRA rule can’t save an advisor from statutory disqualification.
February 26
