Sunny Patel
Australian Paraplanner || MBA - Finance || CFA Level - 2 Cleared || Investor
- Role
- Senior Paraplanner at Finanbridge
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sunny Patel
Finance professional with 5+ years of experience in Australian financial planning and…
Experience
Senior Paraplanner
Aug 2023 — Present · Surat, IN
Education
National Institute of Securities Markets (NISM)
Series-XV: Research Analyst
S. R. Luthra Institute of Management (SFI) Second Shift -SURAT. 805
Master of Business Administration - MBA
2018 — 2020
SPB ENGLISH MEDIUM COLLEGE OF COMMERCE
Bachelor of Commerce (B.Com.)
2013 — 2016
National Institute of Securities Markets (NISM)
Series-X-A: Investment Advisor (Level 1)
CFA INSTITUTE
CFA Level 2 Cleared
2016 — 2017
National Institute of Securities Markets (NISM)
Series-III-A: Securities Intermediaries Compliance
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