Omar Khan Email & Phone Number
Managing Partner @ Boardwalk Wealth
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Omar Khan Location
- Dallas, TX, US
Omar Khan Work
- Managing Partner @ (January 2017 - Present)
- Principal @
- Fp and A, Business Advisory @ (January 2016 - January 2020)
- Managing Principal @ (January 2017 - Present)
- Institutional Equity Research @ Cibc Capital Markets (January 2015 - January 2015)
- Corporate Planning @ (January 2012 - January 2015)
- Asset Management @ (January 2009 - January 2011)
Omar Khan Education
- CFA Institute 2010-2012
- University of Toronto
(Commerce, Accounting, Finance)
2004-2008
Omar Khan Skills
- Financial Modeling
- Entrepreneurship
- People Management
- Financial Analysis
- Credit Analysis
- Strategic Communications
- Alternative Investments
- Forecasting
- Building Relationships
- DCF
- Capital Markets
- Financial Reporting
- Financial Markets
- Accounting
- Asset Management
- Management
- Finance
- Analysis
- Mergers & Acquisitions
- Investments
- Budgets
- Valuation
- Corporate Finance
- Cash Flow
- Leadership
- Strategy
- Analytical Skills
- Budgeting
- Business Process Improvement
- Financial Forecasting
- Mergers and Acquisitions
Omar Khan Summary
- Omar Khan, based in Dallas, TX, US, is currently a Managing Partner at Boardwalk Wealth. Omar Khan brings experience from previous roles at Cfa Institute, Fresenius Medical Care North America, Boardwalk Wealth and Cibc Capital Markets. Omar Khan holds a 2010 - 2012 CFA Institute. With a robust skill set that includes Financial Modeling, Entrepreneurship, People Management, Financial Analysis, Credit Analysis and more. Omar Khan has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Boardwalk Wealth Employees
Omar Khan
Managing Partner
Dallas, TX, US
Marilynn Harrison
Chief Financial Officer and Director of Human Resources
Lewisville, TX, US
Sadiya Sarwar
Director of Investor Relations
Dallas, TX, US
Matt Peoples
Head of Distribution
Burlington, NJ, US
Kristin Garcia
Asset Manager
Boerne, TX, US
Christian Iniguez
Capital Markets Account Executive
Austin, TX, US
Richard Allan Acebedo
Asset Management Assistant
Central Visayas, Philippines
Brittany Blake
Investor Relations Specialist
Tyler, TX, US
Eric Wong
Chief of Staff
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Miles Grade
Director of Sales and Acquisitions
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