Ajay Anand
President & CEO at Anand Financial Advisors
- Role
- Financial Advisor at Anand Financial Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Ajay Anand
Experienced Financial Advisor with over 15 years of industry experience, specializing in…
Experience
Financial Advisor
Jan 2022 — Present · Atlanta, GA, US
Helping clients achieve generational wealth.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Branch address: 11675 Rainwater Drive, Suite 170, Alpharetta, GA
Education
Georgia State University - J. Mack Robinson College of Business
BA, Finance
2005 — 2009
Northview High School
Dual Diploma, Business
2002 — 2005
Skills
- Investments
- Asset Allocation
- Mutual Funds
- Team Management
- Succession Planning
- Analysis
- Bloomberg Terminal
- Process Improvement
- Equities
- Financial Planning
- College Funding Strategies
- Life Insurance
- Finance
- Powerpoint
- Microsoft Excel
- Pensions
- Financial Modeling
- Project Management
- Alternative Investments
- Morningstar
- Management
- Estate Planning
- Financial Analysis
- Leadership
- Performance Analysis
- Attention to Detail
- Fixed Income
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