Full Name
Ashwini Walde
Job Title
VP, Directory of Advisory Programs
Company
Janney Montgomery Scott
Speaker Bio
Ashwini Walde serves as Vice President and Director of Advisory Programs for Janney Montgomery Scott LLC in Philadelphia, PA. She leads a team of program managers, and is responsible for building and managing the suite of investment solutions on Janney’s Wealth Management platform.
Ashwini (Ash) joined Janney in 2015 as a Business Technology Leader, responsible for leading multi-department technology initiatives. She has 20 years of experience in financial services industry, 13 of those in FinTech-focused roles such as project management, software development, and business analysis at various organizations including TIAA-CREF, Bank of New York Mellon, Northern Trust Bank, Cognizant Technology Solutions, and Hexaware Limited.
In 2017, Ashwini was presented with the Janney Values Award, recognizing her commitment to carrying out the Firm’s core principles. Her positive impact extends beyond client work, having served as a Board Member of Janney's Diversity & Inclusion Council for three years, including its inception. Ashwini currently serves as President of Janney’s Women’s Interactive Network (WIN), an employee resource group of 600+ members, working to improve the business and professional environment for all, with an emphasis on the advancement, retention, and recruitment of women.
Ash earned a Master’s Degree in Business Administration from Symbiosis University in Pune, India and a Bachelor’s Degree in Computer Engineering from Somaiya College in Bombay, India. She holds FINRA Series 7 and 66 licenses and is PMP-certified (Project Management Professional).
Ashwini (Ash) joined Janney in 2015 as a Business Technology Leader, responsible for leading multi-department technology initiatives. She has 20 years of experience in financial services industry, 13 of those in FinTech-focused roles such as project management, software development, and business analysis at various organizations including TIAA-CREF, Bank of New York Mellon, Northern Trust Bank, Cognizant Technology Solutions, and Hexaware Limited.
In 2017, Ashwini was presented with the Janney Values Award, recognizing her commitment to carrying out the Firm’s core principles. Her positive impact extends beyond client work, having served as a Board Member of Janney's Diversity & Inclusion Council for three years, including its inception. Ashwini currently serves as President of Janney’s Women’s Interactive Network (WIN), an employee resource group of 600+ members, working to improve the business and professional environment for all, with an emphasis on the advancement, retention, and recruitment of women.
Ash earned a Master’s Degree in Business Administration from Symbiosis University in Pune, India and a Bachelor’s Degree in Computer Engineering from Somaiya College in Bombay, India. She holds FINRA Series 7 and 66 licenses and is PMP-certified (Project Management Professional).
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