Prerna Lotlikar

Private Banker

Role
Private Banker at Ionic Wealth
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Prerna Lotlikar

Financial services professional with 15 years of experience across asset and wealth…

Experience

  1. Private Banker

    Ionic Wealth

    Jul 2024 — Present · Mumbai, IN

Education

  • Veermata Jijabai Tchnological Institute (VJTI)

    Bachelor of Technology (B.Tech.), Computer Science

    2005 — 2009

  • S P Jain Institute Management and Research

    Master of Business Administration (MBA), Finance, General

    2011 — 2013

  • CFA Institute

    Chartered Financial Analyst

    2016

Skills

  • Finance
  • Credit Risk
  • Corporate Finance
  • Business Analysis
  • Private Equity
  • Derivatives
  • Financial Analysis
  • Valuation
  • Investment Banking
  • Bloomberg
  • Financial Modeling
  • Banking
  • Risk Management
  • Capital Markets
  • Financial Risk

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Prerna Lotlikar — Private Banker at Ionic Wealth in Mumbai, MH, IN | Unifers