Nikesh Amin

Financial Advisor, Senior Portfolio Advisor

Role
Financial Advisor at Merrill Lynch
Location
Allentown, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Nikesh Amin

Nikesh works with clients from all types of backgrounds, including teachers, scientists, laborers, managers and executives, to identify their financial goals and craft individualized plans to help them achieve success. He draws from a diverse educational and professional background including studying medicine (MD) and business (MBA), cofounding a technology startup and working within healthcare, banking, and government institutions. Whatever your background, your passions, and your goals, Nikesh will work with you to help make sure that you are doing what is best to secure a brighter future for yourself and your family.

Experience

  1. Financial Advisor

    Merrill Lynch

    Jun 2022 — Present

    Work as a trusted resource with clients to achieve holistic understanding of financial goals and put into place strategies to help achieve these goals most efficiently by maximizing returns against risk, minimizing tax consequences where possible, and acting as a counselor to encourage sound financial decision making. Acts as an interface between clients and all facets of the enterprise, including personal and commercial lending, healthcare practice solutions, various investment subspecialties, and many more. Counsel clients with small businesses on efficiency, maximizing value, and utilizing small business retirement options to help meet their retirement goals.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.

Education

  • Rochester Institute of Technology

    Bachelor's Degree

    2003 — 2007

  • Ross University School of Medicine

    Doctor of Medicine (M.D.)

    2008 — 2014

  • Georgetown University McDonough School of Business

    Masters of Business Administration, MBA

    2015 — 2017

Skills

  • Healthcare Management
  • Project Management
  • Customer Service
  • Wireless Networking
  • Network Architecture
  • Social Media
  • Data Analysis
  • Microsoft Office
  • Strategic Planning
  • Strategy
  • Inventory Management
  • IT Strategy
  • Product Development
  • IT Management
  • Healthcare Information Technology
  • Management
  • Business Strategy
  • Personnel Management
  • Clinical Research
  • Public Speaking
  • Leadership
  • Hospitals
  • Financial Analysis
  • Financial Modeling

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Nikesh Amin — Financial Advisor at Merrill Lynch in Allentown, PA, US | Unifers