Verified recordFinancial Services

Sharna Bahl

Operations Analyst at Lgt Crestone Wealth Management Limited

Based in Australia

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Seniority

Staff

Department

Operations

Location

Australia

Industry

Financial Services

Company size

84

Contact information

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Email

1 credit

s•••••••@lgtwm.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Sharna Bahl

Operations Analyst with 3 years of experience in wealth management, financial operations, and settlements across domestic and international markets. Skilled in managing high-volume trade processing, reconciliations, and cross-border asset transfers while ensuring strict compliance with AML/KYC and regulatory frameworks. Adept at stakeholder engagement, workflow optimisation, and audit readiness. Proven track record in mitigating operational risk and supporting middle office functions in dynamic, high-pressure environments.

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