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Zuhaib Lassi

Investment Analyst @Truist Wealth

Atlanta, GA, US
EMAILS
z••••••••@truist.com
MOBILE NUMBERS
+14•••••••61

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WORK HISTORY

Sep 2021 — Present

Investment Analyst @Truist Wealth

Atlanta, GA, US

EDUCATION

2011 — 2011

Universidad de Jaén

Minor in International Business

2008 — 2013

University of Central Florida

B.S.B.A, Finance, Minors in Economics and International Business

SKILLS

InvestmentsFinanceCash ManagementValuationProject ManagementAccountingPortfolio ManagementP&L AnalysisStrategic Financial PlanningData AnalysisTradingAccount Portfolio ManagementEquity ValuationFinancial ModelingMicrosoft WordSec Financial ReportingFinancial AnalysisMicrosoft PowerpointEquity ResearchMergers & AcquisitionsTime ManagementBusiness Process DevelopmentTeamworkCorporate FinanceMicrosoft OfficeClient RelationsSecuritiesPublic SpeakingLeadershipFinancial AuditsCustomer ServiceRegulatory ComplianceFinancial ReportingMicrosoft ExcelBloombergBloomberg Terminal

ABOUT ZUHAIB LASSI

Skilled financial analyst, driver of profitability through quantitative and qualitative analysis. Serve as trusted adviser and consultant on finance strategy, experienced in the development and implementation of actionable insights used to optimize performance and maximize revenues. Proven technical, interpersonal, and leadership skills.

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