Business Development

George
George Acosta

Senior Vice President

George has 20 years of experience in real estate accounting including 5 years’ experience in real estate fund administration. He holds a CPA with an undergraduate degree from Seton Hall University and a master’s degree in real estate finance from NYU.

Ashish
Ashish Modi

Vice President

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.

Scott
Scott Feingold

Vice President

Scott has 15 years of fund admin experience. He has worked extensively on Hedge and PE funds focused on a variety of trading strategies. He has worked with all types of investments, including equities, bonds, options, and crypto-assets. His goal has always been to give the clients first-rate service in a timely and efficient manner.

Client Success

Dhiraj Adlakha
Dhiraj Adlakha

Senior Vice President

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.

Laura
Laura Latella

Senior Vice President

Laura Latella has over 20 years of experience in alternative investments across global managed futures and hedged equity asset classes. She has held senior roles in the management and oversight of 40 Act Mutual Funds, U.S. and Offshore Private Funds, investment advisor and broker-dealer entities.

Deepa
Deepa Arora

Vice President

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.

Kimberly
Kimberley Vercoe

Vice President

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

Dinesh
Dinesh Kumar

Senior Vice President

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

Senior Vice President

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.

Jatin-Arora
Jitin Arora

Senior Vice President

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 Bansal

Senior Vice President

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.

Ramakant Kabra
Ramakant Kabra

Senior Vice President

Rama Kabra has more than 15 years of experience in Fund Administration, Middle and Back Office Services. He is a CA.

Ravikant
Ravi Kant Modi

Senior Vice President

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.

Ashish-A
Ashish Agarwal

Vice President

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 Jain

Vice President

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 Chandra

Vice President

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.

Seepesh
Deepesh Agarwal

Vice President

Deepesh has more than 7 years of experience in front & back end operations of investments and alternative investment accounting. He is a CA by profession.

Jitendra-k
Jitendra Khandelwal

Vice President

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.

Saurabh
Sourabh Gupta

Vice President

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 Jain
Sushil Jain

Vice President

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
Vinay Katta

Vice President

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.

Akshay
Akshay Bijoriwal

Assistant Vice President

Akshay has more than 4 years of experience in US Taxation of Digital asset funds, Hedge funds, Private equity funds, and various master - feeder structures including CFC, PFIC etc. His core interest and expertise are in US taxation and process automation. He is a Chartered Accountant by profession, and he also have M. Com and LL. B. degrees.

Ankit-S
Ankit Sharma

Assistant Vice President

Ankit has more than 3 years of experience in hedge fund accounting, back office operations and product development. He is a chartered accountant.

Rishab
Rishab Jain

Assistant Vice President

Rishab Jain has more than 2 years of experience in mutual fund administration, portfolio accounting and operations. He is a CA by profession.

Sakshi-G
Sakshi Goyal

Assistant Vice President

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.

Shivani
Shivani Mittal

Assistant Vice President

Shivani has more than 3 years of experience in areas of hedge fund accounting, portfolio accounting and operations. She is a CA by profession.

Compliance, TA, and Treasury

Manish-Gupta
Manish Gupta

Senior Vice President

Manish has more than 15 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.

Akash
Akash Saxena

Assistant Vice President

Akash has more than 12 years of experience in Hedge Fund accounting and Fund administration. He is responsible for 100% delivery to the clients.

Anshul
Anshul

Assistant Vice President

Anshul has more than 14 years of experience in Hedge Fund accounting and Fund administration. He is the part of Compliance team currently.

ManishJain
Manish Jain

Vice President

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.

Sonia Sisodia
Sonia Sisodia

Manager

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

Silky
Silky Mittal

Senior Vice President

Silky has over 12 years of experience in US & India corporate accounting and taxation. She is an accomplished finance professional, an MBA and CA.

Vishal
Vishal Agarwal

Senior Vice President

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.

Mike
Mike Quinn

Strategic Advisor

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.

Aasha
Asha Agrawal

Manager

Asha has more than 2 years of experience in Account Receivables along with Administration. She is a graduate.

Preeti
Preeti Meghwal

Manager

Preeti has over 6.5 years’ experience in Manufacturing industry & Internal audits, Risk assessment, SOC audits. Preeti was a quality engineer switched into IA manager. She has B.E. in mechanical & MBA in marketing.

Technology

Jitendra-Jain
Jitendra Kumar Jain

Senior Vice President

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.

Bhawani-singh
Bhawani Singh Shekhawat

Vice President

Certified Scrum Master having 17+ years of experience in IT in product and application development using Microservices and Monolithic Architecture using different domains.

Lawson
Lawson Stringer

Vice President

Lawson Stringer has over 20 years of financial market experience including portfolio management, trading, fund accounting and fintech product development & management.

Ravindra-Pal
Ravindra Pal Singh

Vice President

Overall, 16 years of Experience in leading solution architecture, design, and development of Java/J2EE Applications. Expertise is in technical design & microservice architectures, UML Modeling, and cloud-based solutions with AWS.

Mohit
Mohit Sharma

Assistant Vice President

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.

Ecaterina Coroli
Ecaterina Coroli

Sr. Product Manager

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.

Seema Shah
Seema Shah

Sr. Manager

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.

Product Development

Devyani
Devyani Vyas

Vice President

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 Malpani

Vice President

Jaideep has more than 3 years of experience in areas of financial reporting, portfolio accounting and operations. He is a CA by profession.

Ravindra
Ravindra Tailor

Senior Vice President

Ravindra has more than 16 years of experience in Hedge Fund Administration, and has worked with many major fund administration companies. Ravindra has an MBA.

Samridhi
Samridhi Pareek

Vice President

Samridhi has more than 15 years of experience in handling key portfolios at multiple profiles with large consulting firms. She is currently heading Investor Services and Treasury. Samridhi is a CA and a Lawyer by profession.

Naman
Naman Bhandari

Assistant Vice President

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

Lea
Lea Kuhry

Assistant Vice President

Lea has over 23 years of business development acumen in media, advertising and financial publishing. Five years in corporate event management for Pharma/Biotech, as well as seven years in non-profit development, event directorship, board recruitment, and grant writing. She then launched into entrepreneurship; owning and operating emergency vehicle and apparatus dealerships within and focused on U.S. and Chilean governments as well as private sector business.

Sakshi
Sakshi Gupta

Assistant Vice President

Sakshi has more than 8 years of experience in web graphics, print media, and social media branding, and now handles all aspects of brand identity projects with expertise. She graduated at the top of her class with a B.Sc (Animation & Multimedia) in 2014.

shivangini
Shivangini Yadav

Assistant Vice President

Shivangini has 11 years of experience in Marketing, Branding, Media, Strategy. She has a diverse experience with a demonstrated history of working with companies across the globe to fuel their growth. She has done her Engineering in Computer Science.

In-house Legal

Justin Kam
Justin Kam

Compliance Counsel

Justin has more than 20 years of combined experience in legal and compliance. Previously, he worked with a national compliance consulting firm and had a private practice providing legal services to investment advisers and other financial professionals. Justin has a B.S. in Finance from Penn State University and a J.D. from Nova Southeastern University - Shepard Broad College of Law.

Abhishek Sharma
Abhishek Sharma

Corporate Counsel

Abhishek has more than 15 years of legal experience and background in banking & financial service platforms, software licensing, blockchain & cloud services, data privacy, intellectual property, and regulatory compliance.

HR

Vineeta
Vineeta Dureja

Assistant Vice President

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
Sangeeta Bhardwaj

Sr. Manager

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.