Omar Bhangia Email & Phone Number
Managing Director
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Omar Bhangia Location
- Naples, FL, US
Omar Bhangia Work
- Managing Director @ Summit Wealth Partners, LLC (January 2026 - Present)
- Managing Director, Wealth Advisor @ (November 2021 - January 2026)
- VP, Senior Portfolio Manager @ (March 2018 - November 2021)
- VP, Portfolio Manager @ (October 2016 - March 2018)
- Assistant Vice President, Portfolio Manager @ Sabadell Bank & Trust (November 2013 - September 2016)
- Investment Analyst @ Sabadell Bank & Trust (December 2011 - November 2013)
- Valuation and Research Intern @ (August 2011 - November 2011)
- Petty Officer Third Class (MM3 and E4) @ (July 1998 - February 2000)
Omar Bhangia Education
- University of South Florida
B.S (Finance)
2008-2011 - University of South Florida
B.S (Management Information Systems)
2008-2011
Omar Bhangia Skills
- Financial Modeling
- Portfolio Management
- Financial Analysis
- Valuation
- Equities
- Investments
- Analysis
- Equity Research
- Risk Management
- Corporate Finance
- MS Project
- Microsoft Office
- Access
- Microsoft Excel
- Fixed Income
- Asset Managment
- Research
- PowerPoint
- Asset Allocation
- SQL
- Finance
- Management
- Mutual Funds
- Wealth Management
- Securities
- VBA
- Asset Management
- Leadership
- Business Analysis
- Customer Service
Omar Bhangia Summary
- Omar Bhangia, based in Naples, FL, US, is currently a Managing Director at Summit Wealth Partners, LLC. Omar Bhangia brings experience from previous roles at Fifth Third Wealth Advisors, U.S. Bank, PNC and Sabadell Bank & Trust. Omar Bhangia holds a 2008 - 2011 B.S in Finance @ University of South Florida. With a robust skill set that includes Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equities and more. Omar Bhangia has 1 emails and 1 mobile phone numbers on RocketReach.
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