Sameer Kalra Email & Phone Number
Registered Associate, Financial Planning Specialist @ Morgan Stanley
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Sameer Kalra Location
- California, United States
Sameer Kalra Work
- Registered Associate, Financial Planning Specialist @ (August 2024 - Present)
- Wealth Management Intern @ (June 2023 - August 2023)
- Manager and Notary Public @ (June 2017 - September 2022)
Sameer Kalra Education
- University of California, San Diego - Rady School of Management
Bachelor of Science - BS (Business Economics & Finance Minor)
2022-2024 - University of California, Santa Cruz
Bachelor's degree (Computer Science/ Business Management Economics)
2020-2022
Sameer Kalra Skills
- Accounting
- Analytical Skills
- Bond Pricing
- Budgeting
- Business Development
- Cash Flow
- Cash Flow Analysis
- Cash Flow Management
- Client Relations
- Communication
- Corporate Finance
- Critical Thinking
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- DCF Valuation
- Data Entry
- Due Diligence
- Economics
- Employee Training
- Equity Research
- Finance
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Statement Analysis
- Fundraising
- Google Docs
- Interpersonal Skills
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Management Accounting
- Microsoft Excel
- Microsoft Office
- Networking Events
- Notary
- Phone Etiquette
- Presentation Skills
- Problem Solving
- Python (Programming Language)
- R (Programming Language)
- Stata
- Statistics
- Stock Valuation
- Teamwork
- Time Management
- WACC
Sameer Kalra Summary
- Sameer Kalra, based in California, United States, is currently a Registered Associate, Financial Planning Specialist at Morgan Stanley. Sameer Kalra brings experience from previous roles at Morgan Stanley and The UPS Store. Sameer Kalra holds a 2022 - 2024 Bachelor of Science - BS in Business Economics & Finance Minor @ University of California, San Diego - Rady School of Management. With a robust skill set that includes Accounting, Analytical Skills, Bond Pricing, Budgeting, Business Development and more. Sameer Kalra has 1 emails and 1 mobile phone numbers on RocketReach.
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