Karan Gulati

Executive summary

Karan is a people-focused transformation leader with 17+ years of experience guiding banks, wealth managers, and asset managers through complex enterprise change. Drawing on a proven track record with Fortune 500 clients and hands-on roles within leading financial institutions, he excels at turning strategic vision into practical, tech-enabled solutions. Karan specializes in digital adoption, process optimization, client onboarding, and change management. He is skilled at mobilizing global teams and scaling business development efforts to deliver integrated, measurable results. Known for building trust, Karan is passionate about outstanding client service and creating lasting value across the financial services sector.

Since joining Grant Thornton, Karan continues to drive large-scale transformation across the financial services industry. He has designed enterprise measurement frameworks for wealth managers overseeing $1.5 trillion in assets, supported major $30 million risk programs for leading investment banks, and crafted future-ready roadmaps leveraging technologies like RPA and machine learning. His expertise also spans digital banking upgrades, seamless client migrations, and enhanced regulatory reporting—delivering innovation and measurable impact within Financial Services.

Karan holds an MBA from Washington University in St. Louis, a Bachelor’s in Business Management from Purdue University, and a certification in Artificial Intelligence and Machine Learning from MIT.

Professional qualifications and memberships

• MIT Alumni - Artificial Intelligence and Machine Learning
• SAFe 5 Agilist
• Securities Industry and Financial Markets Association (SIFMA) contributing member

Community involvement

• Boys and Girls Club – Mount Olive Township
• South Asian Community Alliance – Mount Olive Township

Presentations and publications

• Re-thinking RPA and Robotics – The Institute of Financial Transformation
• SIFMA 2024 –Risk and Compliance Oversight in Financial Services

Education

• Purdue University BS in Business Management
• Washington University in St. Louis Master of Business Administration (MBA)
• Massachusetts Institute of Technology – Certification in Artifical Intelligence and  Machine Learning