Amin Vargha
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Amin Vargha Email & Phone Number

Financial Planning & Analysis | Financial Management | Investment Management | Wealth Management | Relationship Management at Baha'i National Center
Location: Greater Chicago Area, United States, United States 8 work roles 2 schools
1 work email found @bahai.us LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Baha'i National Center
Role
Financial Planning & Analysis | Financial Management | Investment Management | Wealth Management | Relationship Management
Location
Greater Chicago Area, United States, United States
Company size
183 employees

Who is Amin Vargha? Overview

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Quick answer

Amin Vargha is listed as Financial Planning & Analysis | Financial Management | Investment Management | Wealth Management | Relationship Management at Baha'i National Center, a company with 183 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at bahai.us and a matched LinkedIn profile for Amin Vargha.

Amin Vargha previously worked as Planned Giving Coordinator at Baha'I National Center and Planned Giving Associate at Baha'I National Center. Amin Vargha holds Bachelor Of Arts - Ba, Economics from University Of Oklahoma.

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Email format at Baha'i National Center

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{first_initial}{last}@bahai.us
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Profile bio

About Amin Vargha

I am an experienced financial professional with over 12 years of experience providing financial management, investment management, and wealth management. I have a strong background in customer relationship management and account management where I work directly with individual and commercial clients and their finances. My financial management and planning background includes a MBA degree in finance as well as experience with planned giving, tax preparation, fund accounting, and banking. I am currently a candidate for the Certified Financial Planner (CFP) designation.ACCOMPLISHMENTSSome of my key accomplishments include the following:• Overseeing the financial accounting of 100 funds with a net asset value over $3B comprised of domestic/foreign equities and bonds, options, futures, and swaps totaling over $3B. • Managing a financial annuity program of 190+ annuitants that raised over $6M and consistently achieved annual targets by attracting bequests, IRA rollover contributions, and gifts of stock and cash. • Working as a key player to grow assigned annuity investment portfolio by $1M. • Supporting clients to prepare their individual complex tax returns of $150K. • Advising financial management and wealth management clients on financial planning strategies and options to help them meet their goals. If you would like to connect or know more about my professional story, please send me an InMail message or email me at amin.vargha@gmail.com.

Listed skills include Mutual Funds, Accounting, Investments, Financial Analysis, and 20 others.

Current workplace

Amin Vargha's current company

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Baha'i National Center
Baha'I National Center
Financial Planning & Analysis | Financial Management | Investment Management | Wealth Management | Relationship Management
evanston, illinois, united states
Website
bahai.us
Employees
183
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8 roles

Amin Vargha work experience

A career timeline built from the work history available for this profile.

Planned Giving Coordinator

Current
Baha'I National Center

Evanston, Illinois, United States

  • Maintained accountability for the Planned Giving Division. Executed donor relations and philanthropic planning activities. Delivered presentations to donors. Managed gift annuity program of 190+ annuitants.
  • Raised $6M+ while consistently reaching the annual goal.
  • Played a key role in increasing the Planned Giving Gift Annuity portfolio by $1M and raising $5M while exceeding annual goals for Baha'i Fund, which included bequests, IRA rollover contributions, gifts of stock, and.
  • Advised individuals on planned giving options and tax benefits; worked with IRA rollover, donor advised funds, gifting appreciated stock, bequests, and the charitable gift annuity.
  • Educated individuals on various estate planning strategies and planned giving options.
Nov 2019 - Present

Planned Giving Associate

Baha'I National Center

Evanston, Illinois, United States

  • Helped raise $6M for the Baha'i Fund through the Planned Giving Program.
  • Provided information to individuals on charitable giving through planned giving options; IRA charitable rollover, transfer of securities, charitable gift annuity, gifts of cash, bequests.
  • Recorded and tracked all money that was contributed through the Planned Giving Program, and worked with the Finance Department to reconcile totals on a monthly and annual basis.
Sep 2016 - Nov 2019

Tax Preparer

Jackson Hewitt Tax Service Inc.

Kansas City, Missouri, United States

  • Prepared complex individual tax returns of $150K. Promoted diverse financial products to clients.
  • Ensured the accuracy and integrity of all financial data.
Nov 2015 - Apr 2016

Client Operations Administrator, Associate Ii

State Street

Kansas City, Missouri Area

  • Reviewed work performed by junior employees responsible for 100 funds. Trained employees in accounting functions.
  • Calculated the net asset value of client funds including domestic/foreign equities and bonds, options, futures, and swaps totaling over $3B.
  • Projected future margins for all clients’ funds while partnering with fund accountants, senior specialists, account managers, custody, investment managers, and brokers.
Sep 2012 - Sep 2013

Accounting/Pricing Specialist, Associate Ii

State Street

Kansas City, Missouri, United States

  • Data quality assurance; verified booking of client trading activity into accounting platform.
  • Set up new securities and ensured fund values.
  • Conducted high-level reviews on monthly and quarterly asset reconciliations.
  • Developed paperless accounting procedures for increased efficiency.
Dec 2011 - Sep 2012

Fund Accountant, Associate I

State Street

Kansas City, Missouri, United States

  • Designed procedures for commodities fund which increased efficiency and consistency.
  • Developed training for updating rates in the accounting platform to optimize learning curve.
  • Reconciled monthly asset, cash, and tax withholding differences.
  • Mentored intern in accounting practices.
Jan 2008 - Dec 2011

Customer Service Representative

Hsbc

New York City Metropolitan Area

  • Processed and reconciled a large volume of bank transactions while maintaining quality and accuracy.
  • Analyzed accounts and offered products and services that benefited customers financial goals.
Oct 2007 - Dec 2007

Personal Banker

Arvest Bank

Norman, OK

  • Exceeded branch sales goals and opened various accounts for new and existing customers while building relationships.
  • Generated thousands of dollars each quarter though approximately 50-60 referrals.
May 2006 - Aug 2007
Team & coworkers

Colleagues at Baha'i National Center

Other employees you can reach at bahai.us. View company contacts for 183 employees →

MG Misael Gonzalez Matamala Misael Gonzalez Matamala Colleague at Baha'I National CenterSantiago, Santiago Metropolitan Region, Chile, Chile View → OR Ochan Richard Ochan Richard Colleague at Baha'I National CenterKawaala Central, Central Region, Uganda, Uganda View → VC Vicki Carl Vicki Carl Colleague at Baha'I National CenterEvanston, Illinois, United States, United States View → MM Maloney Michael Maloney Michael Colleague at Baha'I National CenterEvanston, Illinois, United States, United States View → RP Ron Penrose Ron Penrose Colleague at Baha'I National CenterOverland Park, Kansas, United States, United States View → PS Pamela Solon Pamela Solon Colleague at Baha'I National CenterEvanston, Illinois, United States, United States View → NA Nadereh Ashourian Nadereh Ashourian Colleague at Baha'I National CenterEvanston, Illinois, United States, United States View → LJ Lizjean Johnson Lizjean Johnson Colleague at Baha'I National CenterAccra, Greater Accra Region, Ghana, Ghana View → WG William Groetzinger William Groetzinger Colleague at Baha'I National CenterEvanston, Illinois, United States, United States View → AV Angie Vajda Angie Vajda Colleague at Baha'I National CenterSzigetszentmiklós, Pest, Hungary, Hungary View →
2 education records

Amin Vargha education

Master Of Business Administration - Mba, Finance

Avila University

Kansas City, MO

FAQ

Frequently asked questions about Amin Vargha

Quick answers generated from the profile data available on this page.

What company does Amin Vargha work for?

Amin Vargha works for Baha'i National Center.

What is Amin Vargha's role at Baha'i National Center?

Amin Vargha is listed as Financial Planning & Analysis | Financial Management | Investment Management | Wealth Management | Relationship Management at Baha'i National Center.

What is Amin Vargha's email address?

AeroLeads has found 1 work email signal at @bahai.us for Amin Vargha at Baha'i National Center.

Where is Amin Vargha based?

Amin Vargha is based in Greater Chicago Area, United States, United States while working with Baha'i National Center.

What companies has Amin Vargha worked for?

Amin Vargha has worked for Baha'I National Center, Jackson Hewitt Tax Service Inc., State Street, Hsbc, and Arvest Bank.

Who are Amin Vargha's colleagues at Baha'i National Center?

Amin Vargha's colleagues at Baha'i National Center include Misael Gonzalez Matamala, Ochan Richard, Vicki Carl, Maloney Michael, and Ron Penrose.

How can I contact Amin Vargha?

You can use AeroLeads to view verified contact signals for Amin Vargha at Baha'i National Center, including work email, phone, and LinkedIn data when available.

What schools did Amin Vargha attend?

Amin Vargha holds Bachelor Of Arts - Ba, Economics from University Of Oklahoma.

What skills is Amin Vargha known for?

Amin Vargha is listed with skills including Mutual Funds, Accounting, Investments, Financial Analysis, Analysis, Finance, Microsoft Office, and Account Reconciliation.

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