SURYA KIRAN KUSUPUDI
Fremont,CA
Summary
As a successful Wealth and Relationship Manager pursuing a Master's in Business Analytics, I have a diverse skill set in analyzing trends in the Financial and Derivative markets, and my recent knowledge in data analysis, SQL, Power BI, JMP, and Excel will make me a skilled individual. I'm an expert in switch trade and pair strategy preparation and excel at improving processes. With strong communication and task prioritization skills, I deliver high-quality results and am a collaborative team player.
Overview
4
4
years of professional experience
1
1
Certification
Work History
WEALTH MANAGER
Edelweiss Wealth Management
06.2021 - 08.2022
- Analyze the market valuation of the portfolio for the circulation of NAV
- Developed and maintained strong relationships with clients to maximize satisfaction
- Implemented exit strategies for clients to transition out of investments
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
TAX ADVISOR
H&R Block
03.2019 - 08.2019
- Computation of Tax Summary and filing Income Tax Returns with the help of H&R Block software 'INTAX'
- Dealing with clients and their problems and giving solutions according to their problems
Education
PGDM(Finance)
B. Com (Comp)
10+2
Master of Science - Business Analytics
University of The Pacific
Stockton, CA12-2024
Skills
- Analytical Skills: Advanced Excel Data Analysis, Forecasting, and Planning
- Financial Skills: Financial Advising, Trading Strategy, Portfolio Asset Management, Cash Flow Management, Portfolio Management, Market Analysis, Securities Analysis, Stakeholder Management
- Technical Skills: Python, SQL, R, Tableau, Power BI
- Financial Data Analysis
Certification
- NISM- Series-VA: Mutual Fund Foundation Certification 2020.
- NISM-Series-VIII: Equity and Derivatives Certification 2021.
- Alternative finance as a strategic tool for financial inclusion.
Timeline
WEALTH MANAGER
Edelweiss Wealth Management
06.2021 - 08.2022
TAX ADVISOR
H&R Block
03.2019 - 08.2019
B. Com (Comp)
10+2
PGDM(Finance)
Master of Science - Business Analytics
University of The Pacific
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