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Deva Panambur, Cfa®, Cfp®, Ea is listed as Financial Advisor Simplifying Complexity and Creating Financial Plans Reliably. at Sarsi, LLC, based in New York, New York, United States. AeroLeads shows a work email signal at montclair.edu and a matched LinkedIn profile for Deva Panambur, Cfa®, Cfp®, Ea.
Deva Panambur, Cfa®, Cfp®, Ea previously worked as Managing Director at Sarsi, Llc and Member Board of Trustees: NAPFA Foundation at Napfa - National Association Of Personal Financial Advisors. Deva Panambur, Cfa®, Cfp®, Ea holds Mba, Finance from Thunderbird School Of Global Management.
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AeroLeads found 1 current-domain work email signal for Deva Panambur, Cfa®, Cfp®, Ea. Compare company email patterns before reaching out.
I am passionate about using my 20+ year experience in investment management and financial planning to help my clients navigate through life’s transitions. I have the deep desire to make a difference in my client's lives and I am available at every point to help them make optimal decisions. Having grown up and lived in several countries in the East and the West, I bring the best of both worlds in my relationships with my clients. Our clients are busy professionals, business owners, divorcees, widow(er)s, retirees and pre-retirees, who look to us to simplify their complex situation. We unravel the complexity and build a financial plan in a reliable manner that allows our clients to focus on the things that are important to them. We put in the effort to educate our clients because we want them to understand what we are doing for them and work with them in a collaborative manner. As a fee-only advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems.All through my professional life I have enjoyed teaching (Colleagues and others) and I am excited by every opportunity I get to share my knowledge with clients (Of my advisory business) and students (I teach courses in personal finance and financial planning)I keep fit by running and practicing Iyengar yoga. I enjoy playing golf, traveling to places of historical importance, reading biographies and good food.Reach out to me if I or my firm can be of help to you or your organization, if you want to discuss topics of mutual interest or want to explore ways we can grow together.
Listed skills include Hedge Funds, Alternative Investments, Portfolio Management, Investments, and 21 others.
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NEW YORK, NY, US
Sarsi, LLC is a registered investment adviser. We offer investment and financial planning services to individuals- typically busy professionals, business owners, divorcees, widows, pre-retirees and retirees. Our clients may have a complex situation and we simplify the complexity and build reliable plans. Services provided are: 1.Financial Planning: Overall.
Chicago, IL, US
The NAPFA Foundation Board of Trustees drives our mission of promoting consumer financial education through pro-bono financial advice.
Chicago, IL, US
Chair of the finance committee
Chicago, IL, US
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of over 4400 Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Board members serve a 3 year term
Chicago, IL, US
Provide expertise to consulting firms, asset management firms and fin-tech companies on: 1) The business of Registered Investment Advisers and Financial Planners: Operations, investments, compliance, technology, business development and human resources. Industry trends, best practices, valuation of businesses and M&A2) Personal Finance and Financial.
Montclair, NJ, US
I teach a course that builds a sound foundation in personal finance to help students succeed and lead a rich life while at school and beyond. The course covers Planning/Budgeting, Investments, Debt Management, Tax Management, Insurance/Risk Management, Retirement Planning and Estate Planning.I previously taught another course that introduced students to.
New York, NY, US
I was a Partner at Executive Monetary Management (EMM) which spun out of Neuberger Berman in 2009 with $2 Billion in AUM. I was responsible for selection of investments (Long only, hedge funds, private equity, structured products). I developed and implemented an institutional quality due diligence (Investment and operational), asset allocation, portfolio.
New York, NY, US
Fund of funds for institutional and individual clients. Member of the general portfolio management group that managed hedge fund investments totaling $3 Billion for institutional, high net-worth and mass affluent clients (Through Private Client Services). I streamlined hedge fund selection, portfolio construction, cash management and hedging processes. I.
Tampa, FL, US
Member of the research team with responsibility to convey the benefits of managed futures to institutional clients and to position Chesapeake as a superior product in the long term trend following space. This effort included improving transparency of the firm, designing and implementing risk reports, competitive analysis of other managed futures/tactical.
Frankfurt Am Main, Hessen, DE
Worked with the equity, credit arbitrage and global macro desks on various risk and quantitative initiatives. Helped with valuation of exotic products, risk identification, measurement and management and helped implement an off-the-shelf risk product (Front Arena) in these desks.
International Seaports was a joint venture between Stevedoring Services of America, Larsen and Toubro and Precious Shipping formed to develop infrastructure projects primarily in the transportation industry. I evaluated financial and commercial viability of projects in South and South East Asia. Devised development strategies and prepared competitive bid.
Worked in the Coke Ovens and Slabbing Mill among other areas
Quick answers generated from the profile data available on this page.
Deva Panambur, Cfa®, Cfp®, Ea works for Sarsi, LLC.
Deva Panambur, Cfa®, Cfp®, Ea is listed as Financial Advisor Simplifying Complexity and Creating Financial Plans Reliably. at Sarsi, LLC.
AeroLeads has found 1 work email signal at @montclair.edu for Deva Panambur, Cfa®, Cfp®, Ea at Sarsi, LLC.
Deva Panambur, Cfa®, Cfp®, Ea is based in New York, New York, United States while working with Sarsi, LLC.
Deva Panambur, Cfa®, Cfp®, Ea has worked for Sarsi, Llc, Napfa - National Association Of Personal Financial Advisors, Various Expert Networks, Montclair State University, and Neuberger Berman/Emm.
You can use AeroLeads to view verified contact signals for Deva Panambur, Cfa®, Cfp®, Ea at Sarsi, LLC, including work email, phone, and LinkedIn data when available.
Deva Panambur, Cfa®, Cfp®, Ea holds Mba, Finance from Thunderbird School Of Global Management.
Deva Panambur, Cfa®, Cfp®, Ea is listed with skills including Hedge Funds, Alternative Investments, Portfolio Management, Investments, Due Diligence, Equities, Asset Management, and Private Equity.
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