Ashish Puri

Ashish Puri is a prominent executive in the financial services industry, currently serving as the Head of Client Strategy, Digital and Client Platform at UBS since January 2017. With over 24 years of experience, he specializes in technology and digital transformation, particularly within financial services and eServices sectors. His role at UBS involves overseeing digital strategy and technology roadmaps, contributing to the management of approximately $1.6 trillion in assets under management (AUM) .1

Professional Background

Current Position: Head of Client Strategy, Digital and Client Platform at UBS.
Previous Roles:
- Global Head of Research Technology (CIO) at Bank of America Merrill Lynch.
- Director of Global Research, Sales and Capital Markets Technology at Bank of America Merrill Lynch.
- Corporate VP Implementations at Fiserv Output Solutions.

Skills and Expertise

Ashish Puri has a comprehensive skill set that includes:

Digital Transformation
IT Organization Leadership
Stakeholder Engagement
Agile Transformation
Budgeting & Cost Optimization

He is recognized for his strategic thinking and ability to deliver high-impact technology solutions across various platforms .1

Education

Bachelor of Engineering in Mechanical Engineering from Punjab Engineering College.
Master of Business Administration (MBA) from the University at Buffalo School of Management.
Securities Industry Institute Certificate from Wharton Executive Education .1

Ashish Puri's extensive experience and leadership in digital transformation make him a significant figure in the intersection of technology and finance.