Bhumi Shah
- Role
- Senior Financial Advisor at Vanguard
- Location
- Phoenixville, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bhumi Shah
Financial Planning and Wealth Management professional- Certified Financial Planner…
Experience
Senior Financial Advisor
Feb 2021 — Present
Skills
- Experienced Derivative Trader
- Hedge Funds
- Financial Analysis
- Strategic Financial Planning
- Experience Managing Portfolio of High Net Worth Clients
- Financial Risk
- Derivatives
- Financial Markets
- Crm
- Investment Management
- Analysis
- Commodity and Currency Derivatives
- Financial Planning
- Trading
- Wealth Management
- Mutual Funds
- Retirement Planning
- Strategy
- Banking
- Investments
- Risk Management
- Finance
- Technical Analysis of Equities
- Asset Management
- Leadership
- Management
- Financial Advisory
- Knowledge of Back-Office and Clearing Operations
- Portfolio Management
- Options
- Investment Advisory
- Asset Allocation
- Financial Services
- Currency
- Equities
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