2016 -2018 Portfolio and Wealth Advisory Associate @
2014 -2015 Director of Marketing @
2014 -2015 Wealth and Investment Management Analyst @
Amar Mehta Education
Fordham University
Bachelor's of Science (Finance, Secondary Concentration in Value Investing)
2012-2016
ST. FRANCIS PREPARATORY SCHOOL 2008-2012
Amar Mehta Skills
Microsoft Excel
Microsoft Office
PowerPoint
Research
Discounted Cash Flow
Wealth Management
Valuation
Comparable Analysis
Value Investing
Financial Modeling
Corporate Finance
Investment Management
Portfolio Performance Analysis
Financial Planning
Regression Models
Business Analytics
Microsoft Word
Team Leadership
Business Intelligence Tools
SWOT Analysis
Software Documentation
Marketing
Time Management
Marketing Analytics
Public Speaking
Teamwork
Finance
Facebook
Social Networking
IRAs
Information Technology
Sales
Wealth Management Services
Social Media
Variable Annuities
Customer Service
Investment Advisory
Data Conversion
Pdf
Amar Mehta Summary
Amar Mehta, based in New York, NY, US, is currently a Director, Corporate Development at RBC. Amar Mehta brings experience from previous roles at Truist Securities and RBC Capital Markets. Amar Mehta holds a 2012 - 2016 Bachelor's of Science in Finance, Secondary Concentration in Value Investing @ Fordham University. With a robust skill set that includes Microsoft Excel, Microsoft Office, PowerPoint, Research, Discounted Cash Flow and more. Amar Mehta has 2 emails and 1 mobile phone numbers on RocketReach.
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