Shuvam Bhaumik's Location
Boston, MA, US
Shuvam Bhaumik's Work
- Head of Investor Relations @ SecondRE
- Founder/Managing Partner @ CI Holdings Group, LLC
- Managing Partner @ SB Investment Partners | Family Office
- Private Wealth Director @ Morgan Stanley
- Partner - Private Client Group @ Janney Montgomery Scott LLC
- Private Client Services @ Brill Securities
Shuvam Bhaumik's Education
- Fort Hamilton High School1996 - 2000
- Long Island University
(Finance)
Shuvam Bhaumik's Skills
- Wealth Management
- Series 63
- Retirement Planning
- Series 7
- Mutual Funds
- Asset Management
- Investment Advisory
- Alternative Investments
- Asset Allocation
- Retirement
Shuvam Bhaumik's Summary
Shuvam Bhaumik, based in Boston, MA, US, is currently a Founder/Managing Partner at CI Holdings Group, LLC, bringing experience from previous roles at SecondRE, SB Investment Partners | Family Office, Morgan Stanley and Janney Montgomery Scott. Shuvam Bhaumik holds a 1996 - 2000 Fort Hamilton High School. With a robust skill set that includes Wealth Management, Series 63, Retirement Planning, Series 7, Mutual Funds and more, Shuvam Bhaumik contributes valuable insights to the industry. Shuvam Bhaumik has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Shuvam Bhaumik you were looking for?
Find contact details for 700 million professionals.
People Like Shuvam Bhaumik
-
25+
-
2
-
13
-
42
-
14
-
35+
-
32
-
View
Dor Bass
Business Development Executive at D2R Internet Holdings
New York, New York, United States2 -
45+
-
11
-
23
-
21
-
25+
-
43
-
22
-
31
-
33
Top CI Holdings Group, LLC Employees
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
