Ankit Surana CFA — Business Development Executive
I am a former hedge fund manager that invests in assets mainly in the US , Europe. APAC. Assisting UHNIs, Institutions, Funds of Funds, and Banks with the management of their or their clients' wealth. With a well-organized team of researchers, analysts, compliance officers, and traders, the fund's crucial investment decisions are managed.. I hold Series 7 and Series 63 licenses.
Stackforce AI infers this person is a seasoned professional in Wealth Management and Financial Services.
Location: Bellevue, Washington, United States
Experience: 12 yrs 4 mos
Career Highlights
- Former hedge fund manager with extensive investment experience.
- Expert in managing wealth for UHNIs and institutions.
- Holds Series 7 and Series 63 licenses.
Work Experience
BlackRock
Business Consultant (4 yrs 4 mos)
J.P. Morgan
Hedge Fund Manager (5 yrs)
AXA BS
Corporate Action Analyst (2 yrs)
BNY Mellon
Financial Analyst (1 yr)
Education
at Certified Public Accountant (CPA)
LEVEL III at CFA Institute USA
Business/Commerce at St. Xavier's College (Autonomous), Kolkata
LEVEL -2 CLEARED at The Institute of Chartered Accountants of India
