Sanjay Prasad Email & Phone Number
Executive Vice President @ Fortis Lux Financial
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Sanjay Prasad Location
- New York, NY, US
Sanjay Prasad Work
- 2022 -now Executive Vice President @
- 2019 -2022 Financial Advisor @
- 2017 -2019 Certified Financial Planner @
- 2013 -2017 Certified Financial Planner @
Sanjay Prasad Education
- New York University
Bachelor of Science (BS) (Pre-Med)
1981-1985
Sanjay Prasad Skills
- Series 7
- Mutual Funds
- Wealth Management
- Investment Advisory
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Financial Advisory
- Series 63
- Fixed Annuities
- Uniform Combined State Law
- Microsoft Office
- Microsoft Word
- Marketing
- Finance
- Customer Service
- Financial Analysis
- Strategic Planning
- Uniform Combined State
- Management
- Training
- Microsoft Excel
Sanjay Prasad Summary
- Sanjay Prasad, based in New York, NY, US, is currently a Executive Vice President at Fortis Lux Financial. Sanjay Prasad brings experience from previous roles at PEAK Brokerage Services, LPL Financial and National Planning Corporation (NPC). Sanjay Prasad holds a 1981 - 1985 Bachelor of Science (BS) in Pre-Med @ New York University. With a robust skill set that includes Series 7, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning and more. Sanjay Prasad has 2 emails and 6 mobile phone numbers on RocketReach.
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