Asset Vantage
John Bezgam is a skilled finance professional currently serving as Lead Analyst at Asset Vantage since June 2021, where responsibilities include managing the implementation process of client historical data and preparing general ledger reports. Previously, John worked as an Associate Analyst, assisting global clients with data onboarding and reconciliations. Prior experience includes a tenure at State Street Syntel Services, where John was a Reconciliation Specialist, focusing on the reconciliation of Transfer Agency bank accounts for various Asset Management Companies and investigating discrepancies related to foreign exchange transactions. John holds a Master’s degree in Management from the University of Mumbai and a Bachelor of Commerce degree from Dnyanasadhana College, India.
Asset Vantage
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Asset Vantage was founded in 2011 by a family office and technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them. The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies. AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.