Omar Khan Location
- Dallas, TX, US
Omar Khan Work
- 2017 - now Managing Partner @
- now Principal @
- 2016 - 2020 Fp and A, Business Advisory @
- 2017 - now Managing Principal @
- 2015 - 2015 Institutional Equity Research @ Cibc Capital Markets
- 2012 - 2015 Corporate Planning @
- 2009 - 2011 Asset Management @
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
Brittany Blake
Investor Relations Specialist
Tyler, TX, US
Eric Wong
Chief of Staff
Vancouver, BC, CA
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