Atul Varma Location
- Philadelphia, PA, US
Atul Varma Work
- 2025 -now Founder and CEO @ Burnett Lane Advisors
- 2024 -now President, COO and CFO @ Care Home Health, LLC
- 2023 -2024 Senior Advisor @
- 2020 -2023 Chief Financial Officer and Treasurer @
- 2014 -2018 Head of Business Strategy - Wealth Management @
- 2010 -2014 Chief Financial Officer, Wealth Management @
- 2007 -2010 Chief Financial Officer, Columbia Management @
- 2005 -2007 Chief Financial Officer, Global Wealth and Investment Management Products Group @
- 2000 -2005 Vice President, Financial Planning and Analysis @
- 1996 -2000 Senior Analyst @
- 1994 -1996 Auditor @
Atul Varma Education
- The Partnership, Inc.
Next Generation Executive Program
2013-2014 - Columbia University - Columbia Business School
Master of Business Administration (MBA)
2001-2003 - Binghamton University
Bachelor of Science (BS) (Accounting)
1992-1994
Atul Varma Skills
- Financial Services
- Finance
- Mergers & Acquisitions
- Due Diligence
- Wealth Management
- Strategy
- Investments
- Strategic Financial Planning
- Financial Modeling
- Portfolio Management
- Mutual Funds
- Financial Planning
- Investment Management
- Financial Reporting
- Capital Markets
- Management Consulting
- Competitive Analysis
- Private Banking
- Data Analysis
- Financial Analysis
- Banking
- Risk Management
- Management
- Leadership
- SEC Financial Reporting
- Investor Relations
- Mergers & Acquisitions (M&A)
- Mergers and Acquisitions
- Marketing
- Strategic Financial
- Accounting
- Strategic Planning
- CFA
- Mergers
- Asset Management
- Mergers And Acquisitions M&A
Atul Varma Summary
- Atul Varma, based in Philadelphia, PA, US, is currently a Founder and CEO at Burnett Lane Advisors. Atul Varma brings experience from previous roles at Care Home Health, LLC, Hamilton Lane and BNY Mellon. Atul Varma holds a 2013 - 2014 Next Generation Executive Program @ The Partnership, Inc.. With a robust skill set that includes Financial Services, Finance, Mergers & Acquisitions, Due Diligence, Wealth Management and more. Atul Varma has 1 emails and 1 mobile phone numbers on RocketReach.
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