Sanjay Agarwal has been in the industry since the early nineties. Sanjay has worked with institutions like Credit Agricole, BSI SA., Goldman Sachs and Kotak Mahindra. Before founding Athena he was heading the discretionary asset management business for private banking divisions of large European banks. His career so far has spanned asset management, investment banking, corporate finance and brokerage business spread over India, UK and the USA. He is a Chartered Accountant and Cost Accountant from India and a CFA from the CFA Institute, USA.
Amit Arora has also been in the industry since early nineties. Amit started his career with Kotak Mahindra in India and has since worked in India and UK with hedge funds and boutique investment banks. His career has encompassed corporate banking, asset management, brokerage and corporate finance. Amit is an MBA and a member of the Securities Institute in UK.
Vinod Tailor has been in the industry for over 40 years working with main stream institutions like Citibank, Merrill Lynch, NatWest, Yamaichi amongst others. He has wide ranging experience in different areas of finance and banking. He is spearheading the business development for the firm.
Preksha Shah has been in the industry for about 10 years. She is a management graduate from Nottingham University and a CFA. She focuses on the derivative strategies and risk management for the firm.
William E Parker (Bill) has been part of the financial industry for over 40 years. Bill started his career with Merrill Lynch and has worked with institutions like Morgan Stanley, EF Hutton and Kleinwort Benson before taking early retirement from Credit Agricole in 2002. He has covered the entire spectrum of capital market business from origination to distribution, from large institutional clients to high net-worth individuals, from brokerage to private banking to asset management. He has global work experience with considerable each at New York, Toronto, Paris and London, among others. Bill is a key advisor and contributes to long-term strategic direction of the firm. Bill completed his education from University of Manchester and has been registered with NASD in the US and the FSA in the UK during his tenure in respective countries.
Nadir has been in the financial services industry for over 10 years. He is primarily in charge of the firm’s operations and accounting. A better part of his experience has come from the Indian capital market. He holds a Master of Business Administration (Finance) from the University of Pune and a Master of Science in International Banking and Finance from London Metropolitan University.
Natasha is a lawyer from India with LLM from Queen Mary University, London. Natasha started her career at Khaitan & Co., India where her primary concentration was capital markets and securities law. She focuses on the regulatory compliance and legal research for the firm. Natasha has also achieved Diploma in Regulation & Compliance from the Securities Institute in UK.