Raman Singh
Small Business Consultant @Uprise - Embedded Tax And Advisory
Phoenix, AZ, US
EMAILS
r••••@uprise.us
MOBILE NUMBERS
+17•••••••61
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WORK HISTORY
Sep 2024 — Present
Small Business Consultant @Uprise - Embedded Tax And Advisory
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EDUCATION
2013
University of Houston-Downtown
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
2014
Rice University
CFP® Graduate Certificate Program, Financial Planning and Services
SKILLS
Business DevelopmentWealth ManagementPersonal Financial PlanningSeries 66Investment ManagementVariable AnnuitiesFinancial AdvisoryRetirement Goal AnalysisClient Relationship ManagementSecuritiesEstate PlanningSecurities LendingRetirement PlanningFinraInvestmentsEquitiesAsset AllocationBankingMutual FundsStrategic Financial PlanningEtfsAlternative InvestmentsPortfolio ManagementMlpsFinancial AnalysisUitsAlternative Investment StrategiesFinanceFixed IncomeSeries 7Asset Management
ABOUT RAMAN SINGH
Most people I work with did everything right. They saved aggressively. Invested…
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