Azim Luthra is a eficient professional, working in Prager Metis Wealth Management on the position of Client Financial Analyst from 2018. This expert has earned professional experience in more than 13 positions at different companies. Azim Luthra went to the Hofstra University and received education from 2002 to 2009. This professional has these professional qualifications: Bloomberg Equities, Bloomberg Fixed Income, and Hofstra University. New York, New York is the area, where this professional was lastly known to settle. The professional's phone number and email can be accessed through this website on demand.
Name variants:
Azim Luthra
Last updated Jun 29, 2024
Contact Information
Last Update
Feb 5, 2016
Email
ya**@yahoo.com, az**@optonline.net
Location
New York, NY
Company
Prager Metis Wealth Management
Workplace
Client Financial Analyst
Work History
Financial Analyst
Assisted in managing an overall portfolio of approximately $135 million dollars in total along with lead advisor. Responsible for creating and implementing client portfolios including resear...
Sep 2014 — Apr 2017
Equities Intern
Worked directly under institutional brokers analyzing United States markets and industries
Assessed the needs and risk for individual client portfolios then researched and evaluated equiti...
Nov 1, 2010 — Sep 1, 2011
Senior Vice President
Account for all funds donated in addition to administrative expenses
Budget all events for staff including future planned events
Assist in organizing various cancer fundraising events thr...
Apr 2010 — Dec 2013
Senior VP
Assist in organizing various cancer fundraising events throughout the year
Support organizations such as Lustgarten Foundation and other groups that work to treat cancer
from Apr 2010
Designated Trainer
California
Consistently ranking in the top 5 performer in sales, guest satisfaction and overall performance out of 110 employees
Build and maintain long lasting relationships to ensure repeat custome...
Sep 2006 — Aug 2014
Client Manager
Build and maintain new and long standing relationships with all clients
Manage clients accounts for all services rendered
Ensure client satisfaction with all services as well as collect a...
Aug 1, 2006 — Sep 1, 2014
Client Manager
Manage clients accounts for all services rendered
Ensure client satisfaction with all services as well as collect and report payments
Account for company financials including payables, rece...
from Aug 2006
Senior Mortgage Consultant
50 south 6Th St SUITE 975, Minneapolis, MN 55402
Accounted for over 5 million dollars in annual new or refinanced loans
Worked directly with banks to appraise and calculate loans for each client
Developed and networked new client base t...
May 1, 2003 — Aug 1, 2006
Senior Mortgage Consultant
Accounted for over 5 million dollars in annual loans
Cold-called and supported new cold-callers
Worked directly with banks to appraise and calculate loans
Developed and networked new client ...
May 2003 — Aug 2006
Assistant to MIS Director/IT Technician
Assembled, programmed, and maintained computers
Resolved technical issues
Prepared data entry
Administered Brokers Data Bases
Organized various network plans for over seventy employees
Mar 2001 — Apr 2003
Assistant To Mis Director and It Technician
100 Motor Pkwy, Hauppauge, NY 11788
Assembled, programmed, and maintained computers
Resolved technical issues
Prepared data entry
Administered Brokers Data Bases
Organized various network plans for over seventy employees
Mar 2001 — Apr 2003
Education
Occupations
Sales Specialist
Client Manager
Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Artist
Performer
Client Service Officer
Customer Service
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Bloomberg Terminal
Bloomberg
Microsoft Excel
Microsoft Word
microsoft powerpoint
Finance
Management
Analysis
Sales
Financial Analysis
Accounting
Leadership
Portfolio Management
Employee Relations
Time Management
Peoplesoft
Budgets
Customer Service
Powerpoint
Risk Management
Fixed Income
Microsoft Office
Investments
Microsoft Powerpoint
Banking
Financial Services
Equities
FAQs about Azim Luthra
What's the profession of Azim Luthra?
This professional's job is Client Financial Analyst
What are the main profession of The expert?
These person's professions are Sales Specialist and Client Manager
Where does Azim Luthra currently live?
New York, New York is the place where Azim Luthra currently lives
Does Azim Luthra have the email address?
ya**@yahoo.com and az**@optonline.net is The professional's email address.
How many companies did Azim Luthra work at?
The professional worked at 13 jobs.
Does Azim Luthra have personal webpage or blog?
The professional`s website is http://www.facebook.com/profile.php?v=wall&ref=profile&id=589659465#/profile.php?ref=profile&id=589659465.
Where has Azim Luthra studied?
Azim studied at the Hofstra University from 2002 to 2009.
Are there any certifications Azim Luthra has?
The professional received the following certifications: Bloomberg Equities, Bloomberg Fixed Income, and Hofstra University.