Sunkul Soni
- Role
- Senior Advisor at Three Bell Capital
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Sunkul Soni
Sunkul is Senior Advisor with Three Bell Capital. He draws from his over 17 years of…
Experience
Senior Advisor
May 2020 — Present
Sunkul helps lead Three Bell Capital\'s efforts to provide clients with private wealth management services, corporate retirement plans, and private placement transactions.
Skills
- Alternative Investments
- Saving for Education
- Finance
- Fixed Income
- Asset Allocation
- Estate Planning
- 401k Rollovers
- Investments
- Financial Advisory
- Asset Management
- Asset Managment
- Investment Advisory
- Mutual Funds
- Wealth Management
- Series 7
- Retirement Planning
- Portfolio Management
- Series 63
- Investment Strategies
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