Sumit Sharma Email & Phone Number
Financial Planner @ Falcon Wealth Planning, Inc.
5 free lookup(s).
Sumit Sharma Location
- Irvine, CA, US
Sumit Sharma Work
- 2022 - now Financial Planner @
- 2022 - 2022 Audit @
- 2021 - 2021 Financial Planning Director @
- 2018 - 2020 Citigold Wealth Management Advisor @
- 2012 - 2018 Financial Consultant @
Sumit Sharma Education
- University of California, Irvine - The Paul Merage School of Business
Masters (Accountancy, Accounting)
2020 - 2021 - University of California, Los Angeles 2015 - 2016
- California State University, Northridge
Bachelor of Science (Finance)
2004 - 2008
Sumit Sharma Skills
- Networking
- Microsoft Office
- Management
- Project Management
- Accounting
- Financial Analysis
- Insurance
- Financial Services
- Administrative Assistance
- Venue
- Team Building
- Variance Analysis
- Booking Systems
- Fixed Annuities
- Vendors
- Sales
- Net
- IRAs
- Finance
- Laserfiche
- 403 b
- Foreclosures
- SEP IRA
- Separately Managed Accounts
- Legal
- Benchmarking
- Financial Statements
- General Ledger
- Science
- Funding
- Variance Reports
- Metrics
- Leadership
- Auditing
- Series 63
- PowerPoint
- Monitors
- Salesforce.com
- Face To Face
- Financial Forecasting
- Follow Ups
- Retirement Planning
- Valuation
- Financial Planning
- Year End
- Reconcile
- Customer Satisfaction
- System
- Business Services
- Data Recovery
- 401K Retirement Savings Plans
- Default
- Asset Allocation
- Futures
- Reports
- Life Insurance
- Verifying
- Account Reconciliation
- FINRA
- Risk Management
- Microsoft Excel
- Financial Goals
- Customer Service
- Long Term Care
- Disability Insurance
- Energizing
- Disability Insurance Strategies
- Teamwork
- Quality Control
- Accounts Payable
- Capital
- Loans
- Los Angeles
- Ledger
- CPA
- Retirement Savings
- Strategies In Managing Cash Flow
- Employee Benefits Design
- Journal Entries
- Managerial Finance
- Communication
- Schedules
- Management Accounting
- Bank Reconciliation
- Strategic Planning
- Mega
- Operations
- Comparative
- Exceptions
- Statistical Packages
- Liquidation
- Investment Planning
- Personal Financial Planning
- Basketball
- Brokers
- Computer Proficiency
- Maestro
- Responsibility
- Customer Applications
- Regulations
- International
- Insurance Strategies
- New Services
- Spreadsheets
- Investments
- Variable Annuities
- Wealth Management
- Compliance
- Outlook
- Microsoft Word
- Incorporation
- Market Analysis
- Accounting Applications
- Financial Transactions
- Appraisals
- Risk
- Bank Accounting
- Series 65
- Population
- Series 7
- Securities
- 401 Retirement Savings Plans
Sumit Sharma Summary
- Sumit Sharma, based in Irvine, CA, US, is currently a Financial Planner at Falcon Wealth Planning, Inc.. Sumit Sharma brings experience from previous roles at Deloitte, Morgan Stanley, Citi and Equitable Advisors. Sumit Sharma holds a 2020 - 2021 Masters in Accountancy, Accounting @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Networking, Microsoft Office, Management, Project Management, Accounting and more. Sumit Sharma has 1 emails on RocketReach.
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Top Falcon Wealth Planning, Inc. Employees
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Ashkan Maher
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Sammy Khalil
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Zackary Royce
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Gabriel Shahin
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Mariah Valerin
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Michelle Abousoliman
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