Business development

Frank
We are thrilled to welcome Frank V. Bukowski, managing director - business development, based in Chicago. He brings him over 3 decades of experience covering alternative asset managers and hedge fund administrators. He spent the majority of his career working at JPMorgan. Frank also has experience working as the global treasurer for a multi-national manufacturing company.
Ashish
Ashish has more than 16 years of experience in Marketing, Business Development and Client Relations. Ashish has an MBA and has worked within the Private Sector and for Trade Associations and Governments across the globe.

Client success

Deepa
Deepa has 17 years of experience in Finance, with 7 years in the Hedge fund administration services – NAV calculation, Valuations and P&L Reporting and 10 years with large Investment Banks as product controller and Business Analyst with exposure to Treasury and Equity derivative desk and MAS610 regulatory reporting. Deepa is CFA along with Master’s in finance.
Dheeraj
Dhiraj has 20 years of experience in Finance/Operations, with 15 years in the Hedge fund administration services - Middle office Reconciliations, Valuations and P&L Reporting. Dhiraj has CAIA along with Masters in Finance.
Kim
Kimberley has over 25 years of experience in finance, auditing, taxation, compliance, regulatory reporting, fund operation and business development with futures brokerage firms, managed futures funds, exchanges and banks. Kimberley is a CPA and has MBA and FINRA Series 3 certifications.

Fund admin leadership

Ashish-Agrawal
Ashish has more than 14 years of experience in financial service industry including fund administration and back-office services. He is a CA.
Bhavesh
Bhavesh is a seasoned leader with 16 years of rich experience across hedge fund accounting and product control. Before starting with Formidium, he has worked with some global fund administrators like Citco & SS&C.
Chandan
Chandan has 17 years of diverse experience in the Financial Services industry. He worked with many global organizations to support Fund Accounting, Financial Reporting and Consolidation function. He is skilled in Service Delivery, Transitions and Operations Risk Management. He is Chartered Accountant.
Dinesh
Dinesh Kumar has more than 15 years of experience in Fund Administration, Back Office Operations and Product Development. He has an MBA.
Himmat
Himmat Singh Rathore has more than 16 years of diverse experience in hedge funds, private equity, venture capital funds’ administration, audit processes and other related areas. Himmat has worked with major fund administration companies. He is a Chartered Accountant.
Jitendra-khadelwal
Jitendra has more than 15 years of experience in Hedge Fund Administration and has worked with many major fund administration companies. Jitendra has an MBA.
Jitin-Arora
Jitin Arora has more than 15 years of experience in Hedge Fund Administration and Financial Reporting. He has worked with major fund administrators and Investment Banks in his prior tenure. He is an MBA.
Kavita
Kavita has 17 years of experience in the Financial Services industry. She has worked with global organizations to support Custody & Securities function and Fund Accounting function. She is skilled in Service Delivery, Transitions, Operations Risk Management and Relationship Management. She is a Chartered Accountant.
Manish-Gupta
Manish has more than 20+ years of experience in Fund Administration, Middle and Back Office Services. During this tenure, he got exposure in different areas like Hedge Fund Accounting, US Taxation, and Investor Services. Manish has CA, CS certification and Law degree.
sourabh-gupta
Sourabh has more than 15 years of experience in Fund Administration, Financial Control and Treasury PC. He has worked with major fund administrators, fund managers and Investment Banks in his prior tenure. He has an M.Sc.(Statistics), PGDBM (Finance) and has cleared all three levels of CFA examination.
Sushil
Sushil has more than 15 years of diverse experience in the Financial Services industry. He has worked with global organizations to support hedge fund accounting, private equity accounting, Loan operations and other related areas. He is a Chartered Accountant and MBA (Finance).
Vinay-Katta
Vinay has more than 7 years of diverse experience in US Taxation of Hedge funds, Private equity funds, Offshore master-feeder structures. His working experience includes reporting of tax items having both domestic (US) and international tax relevance. He is Chartered Accountant by profession.
Ankit-Sharma
Ankit has more than 5 years of experience in hedge fund accounting, back office operations and product development. He is a chartered accountant.
Deepika
Deepika has over 4 years of experience in U.S. Taxation. She possesses expertise in handling Corporations, Management companies, and Individuals. Deepika is committed to leveraging her expertise to help achieve strategic objectives and drive sustainable growth. She is a Chartered Accountant by profession.
Rishab-Jain
Rishab Jain has more than 2 years of experience in mutual fund administration, portfolio accounting and operations. He is a CA by profession.
Sakshi-Goyal
Sakshi has an experience of almost 4 years in Fund Accounting and Financial Statements Reporting of alternative investment funds as per US GAAP, IFRS and other standards alongwith related regulatory filings. She is a Chartered Accountant.

Compliance, TA, and Treasury

Manish-Jain
Manish Jain is accomplished Chartered Accountant (India) and on the way to be a CPA in Ontario (Canada). He has in total experience of 16 years. He was part of Big 4 in various domains and in different capacities as a Statutory auditor and as advisor in IFRS advisory group. In his free time, he watches movies and loves to play with his twin kids. He is also Crypto enthusiast.
Akash-Saxena
Akash has more than 12 years of experience in Hedge Fund accounting and Fund administration. He is responsible for 100% delivery to the clients.
Sonia
Sonia has more than 6 years of experience in Client Relationship, Onboarding and Administration. She is currently involved in Investor Support and Treasury services. She has a degree in Master of Business Administration.

Management Office

Vishal
Vishal Agarwal has more than 12 years of experience in fund administration, audit process and US GAAP & IFRS based financial reporting for alternative investment funds dealing with multiple asset classes and strategies. He is a Chartered Accountant and Company Secretary.
Silky
Silky has over 15 years of experience in US & India corporate accounting, regulatory compliances, and taxation. She is an accomplished finance professional with professional degrees of a CPA, an MBA and a Chartered Accountant.
mike-quinn
Mike has 20+ years of experience in the fund administration space. He was a trailblazer in providing fund admin services to crypto-asset funds and developing proprietary technology to service crypto funds. Mike also serves as an advisor to one of the largest crypto custodians in the world.
Preeti-Meghwal
Preeti has more than 8 years' experience in Manufacturing industry & Information security audits Internal audits, Risk assessment, SOC, ISO 27001 audits. Preeti was a quality engineer switched into Information Security auditor. She is a Mechanical Engineer along with an MBA-Marketing.

Technology

Bhawani
Certified Scrum Master having 17+ years of experience in IT in product and application development using Microservices and Monolithic Architecture using different domains.
Jitendra
Jitendra has more than 20 years of experience in backoffice operations, product development and data management. He has worked with major fund administrators in his prior tenure. Jitendra has FCMA (I),CMA (USA) certifications.
Lawson
Lawson Stringer has over 20 years of financial market experience including portfolio management, trading, fund accounting and fintech product development & management.
Ravikant
Ravi Kant Modi has more than 14 years of diverse experience in hedge fund, private equity, multi advisor funds’ administration, audit processes and other related areas. Ravi has worked with major fund administration companies. He is a Chartered Accountant.
Mohit
Mohit has more than 7 years of experience. He is leading a team from UI technology. He comes with a background in Automobile, e-commerce enterprise applications.
Seema
Seema has more than 11 years of experience in product development and various IT implementation projects. She has worked extensively as a subject matter expert and managed projects in dynamic environments. She has a bachelor’s degree in Information Technology. She also has PMP® and CSM® designations. Her goal is to understand client requirements and transform them into effective technology solutions.
Ecaterina
Ecaterina has more than 10 years of experience in Banking and Fintech sector across various senior roles in product management, business development, and operational excellence. She is a subject matter expert in innovative product development that balances business goals with excellent customer experience.

Product Development

Devyani
Devyani has more than 15 years of experience in fund accounting, back office operations and product development and has worked with other fund administrators in her prior tenure.
Jaideep
Jaideep has more than 3 years of experience in areas of financial reporting, portfolio accounting and operations. He is a CA by profession.
naman-bhandari
Naman has more than 3 years of experience in Product development & data analytics. He is a Finance Professional turned Business Analyst with a keen interest in the field of technology and Cryptocurrencies

Branding & Marketing

sakshi-gupta
With over 10 years of experience, Sakshi excels in designing and marketing. She holds a certification in Digital Marketing from the University of Toronto and brings a wealth of skills in modern digital marketing tools. Adept at managing all aspects of brand identity projects, she leverages her expertise to deliver exceptional results. A top graduate, she earned her B.Sc in Animation & Multimedia in 2014.

Human Resources

vineeta-dureja
Vineeta has more than 16 years of experience in various fields of HR and worked in Manufacturing, ITES and Banking industry. She is an MBA from IP University, Delhi.
sangeeta-bhardwaj
Sangeeta has more than 4 years of experience in HR Administration, Talent Management, workforce planning, recruiting and personal development. She has an Mcom, MBA in HR.