Data & Product — Financial Services

Daksh
Randeria

I build the data systems behind advisor tools, customer experiences, and business operations — spanning data engineering, analytics, and product. Based in the Greater New York area.

Experience
10+ years
Current Focus
Wealth Management

Data engineering, analytics,
and the product layer on top

I've been at Fidelity Investments since 2022, where I focus on data platforms and analytical capabilities that advisor teams and customers rely on.

Before that, I spent eight years at Argus Information & Advisory Services leading a team that built data warehousing and analytics platforms for financial institution clients across credit cards, payments, risk management, and regulatory reporting.

Outside work: Formula One and Pokémon.

Technical
SQL Python Tableau Snowflake Data Modelling APIs
Product & Leadership
Product Strategy Stakeholder Management Roadmapping Agile / Scrum Cross-functional Leadership
Domain
Wealth Management Credit Cards Payment Systems Risk Analytics Data Governance

Featured projects

See all projects
Side Project · Wealth Management
Regulatory Radar
Side Project

An AI agent that monitors federal regulations, detects enforcement regime shifts, and generates executive-level compliance briefs for wealth management firms.

LangGraph Python AI Agents Wealth Management
Side Project · Home Automation
Household Assistant
Side Project

An AI agent running on my home server — shared task management, reminders, and a daily briefing for the whole family via Telegram. Sandboxed Docker execution, MCP tooling, always on.

AI Agents MCP TypeScript Docker
Personal
Fun with Phonics App
Side Project

A low-stimulation phonics app for young children — real audio, one letter at a time, no busy screens or reward loops competing for attention.

EdTech Mobile Product Design

Say hello

Whether it's about a role, a project, or tyre strategy — reach out.