Indy Samra's Location
New York City Metropolitan Area, United States, United States
Indy Samra's Contact Details
Indy Samra work email
- Valid
- Valid
Indy Samra personal email
n/a
Indy Samra phone numbers
About Indy Samra
Indy Samra is a Private Wealth Advisor with Samra Wealth Management, a Member of Advisory Services Network, LLC. As a Private Wealth Advisor, Indy works with select families and small businesses with the goal of providing peace of mind.
Indy Samra's Current Company Details
Punjabi Chamber Of Commerce
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Co Chair
New York, NY, US
- Website:
- punjabichamber.com
- Employees:
- 41
Indy Samra Work Experience Details
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Co ChairPunjabi Chamber Of CommerceNew York, Ny, Us
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Private Wealth AdvisorSamra Wealth Management Jul 2016 - PresentNew York, Ny, UsPrivate Wealth Advisor with Samra Wealth Management, a Member of Advisory Services Network, LLC -
Corporate AdvisorNew Jersey Blockchain Council Jun 2022 - PresentNew Jersey Blockchain Council is the foremost industry association for the blockchain technology ecosystem. We are dedicated to furthering the adoption of blockchain technology through engaging regulators, business leaders, and global change-makers on how to harness this disruptive and innovative technology to advocate for constructive public policy and create more secure, fair, and functional societies. Our mission is to create an open forum that inspires, trains, New Jerseyans who are pursuing professional and entrepreneurial careers in blockchain and Fintech and inspiring and educating the next generation of blockchain leaders. -
Corporate AdvisorCrypto Asset Rating Inc Jan 2021 - PresentNew York, Ny, UsCrypto Asset Rating Inc. is dedicated to bringing transparency and credibility in the space through a robust and structured rating system for crypto assets. CAR aims to offer in-depth analysis, insights and research so investors can make informed decisions.CAR has designed a comprehensive rating algorithm for crypto assets to help people understand the long-term viability of a crypto asset and the company/ platform issuing it. CAR's analytical rating framework is divided into several categories to ensure salient qualitative and quantitative issues are considered.Advisory Services Network, LLC and Crypto Asset Rating, Inc. are unaffiliated entities. -
Board Of DirectorPunjabi Chamber Of Commerce Dec 2020 - PresentEdison, New Jersey, UsThe Punjabi Chamber of Commerce (“Punjabi Chamber”) is a non-profit group that aims to unite the global Indian Punjabi diaspora through commerce and cooperation. It is the world’s first organization dedicated to serving the needs of Indian Punjabi businesses and professionals.
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Co ChairPunjabi Chamber Of Commerce Sep 2018 - PresentEdison, New Jersey, Us
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Board MemberSikh American Veterans Alliance Jan 2019 - Present
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Board MemberOne Project Jan 2019 - Jun 2022
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Leadership TeamThe Sikh American Chamber Of Commerce Sep 2014 - Jan 2019Jersey City, New Jersey, UsThe Sikh American Chamber of Commerce (SACC) is a non-profit organization comprised of a cross section of Sikh American member businesses ranging from sole proprietors to large corporations and conglomerates.The Sikh American Chamber of Commerce was established in 2011 with the vision to bring together Sikh American Businesses and Professionals in the spirit of enterprise. Our goal is to provide a forum for effective business networking, promote entrepreneurship within the community, and assist other Sikh American professionals in the continued growth of their business. It is through these business initiatives that our Sikh American community will thrive. -
Financial AdvisorMerrill Lynch May 2014 - Apr 2016New York, Ny, UsPartner with a premier wealth management team, managing over $300 million in assets, for approximately 125 families. Worked with clients who met the investment minimum of $2m of investable assets. Implemented a goals based wealth management philosophy in aiding clients to reach their personal and financial goals.· Utilized proprietary software to conduct Monte Carlo Simulations for prospective clients, identifying probability of attaining goals, key flaws in investment strategy, identifying areas of opportunity.· Managed both sides of the client’s balance sheet via pledge assets, securitized financing, mortgages.· Introduced trustee services through US Trust, and assisted clients on wealth transfer strategies.· Strategically networked with CPA’s, TPA’s, Trust and Estate Attorneys, Probate Attorneys and business owners. -
Private Client BankerJ.P. Morgan Nov 2009 - Apr 2014New York, Ny, UsManage a portfolio of high net worth clients within the Chase Private Client platform. Customize and implement strategies to help clients reach their short-term and long-term financial goals. Proactively network with affluent clients to build and maintain a steady flow of referral business. Deliver an exceptional level of customer service for these clients with more sophisticated private banking needs. -
Financial AdvisorEdward Jones Apr 2009 - Nov 2009St. Louis, Mo, UsManage client financial portfolios by providing investment advice and supporting customer relationshipsExecute trades within high-volume, time critical environmentResearch and monitor security performance, history, charts, trade volume, ratings updates and analyst reportsCreate and execute long-term and short-term strategies customized to meet clients financial goals in profit-driven,customer focused environmentConduct client meetings, to discuss portfolio performance, and tactical portfolio reallocation of stocks, bondsmutual funds and structured products -
Branch ManagerEnterprise Rent-A-Car Dec 2005 - Mar 2009St. Louis, Mo, UsManage A/R, collections, financial statements, order inventory, and manage a fleet of vehicles in accordance toJIT inventory.Market local businesses, dealerships, automotive agencies, as well as tourism related business, for the purpose offleet growth in the community.Create and maintain a competitive; yet fun, sales environment.Manage and train employees from the insertion into the business throughout the management training stage of -
Financial Services RepresentativeTri Counties Bank Jan 2001 - Jan 2005Chico, California, UsMet with customers to discuss financial needs; emphasized financial counseling, lending and made appropriate referrals.Analyzed credit and financial information for processing of loan*s and other bank products for customers.Assisted the management team in coaching and mentoring the teller staff in the sales process to help develop skills and achieve sales goals. -
RecruiterBank Of America Jan 1999 - Jan 2001Charlotte, Nc, UsAssisted in sourcing candidates and screening resumes as appropriate.Facilitated candidates through the hiring process: Interview logistics - scheduled interviews, candidate travel, processed various documents, initiated application/background. Investigated, visa and relocation processing as appropriate
Indy Samra Skills
Banking
Investments
Leadership
Management
Portfolio Management
Process Improvement
Crm
Sales
Budgets
Recruiting
Marketing
Strategic Financial Planning
New Business Development
Sales Management
Finance
Financial Planning
Customer Service
Business Development
Financial Services
Wealth Management
Mutual Funds
Credit
Financial Analysis
Microsoft Office
Strategic Planning
Risk Management
Loans
Trading
Financial Advisory
Mortgage Lending
Customer Relationship Management
Indy Samra Education Details
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University Of LiverpoolMba-General Business -
California State University-SacramentoEconomics
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George Stephenson Sixth Form CollegeLaw
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George Stephenson Sixth Form CollegeBusiness Intermediate
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George Stephenson Sixth Form CollegeBusiness Advanced
Frequently Asked Questions about Indy Samra
What company does Indy Samra work for?
Indy Samra works for Punjabi Chamber Of Commerce
What is Indy Samra's role at the current company?
Indy Samra's current role is Co Chair.
What is Indy Samra's email address?
Indy Samra's email address is in****@****ent.com
What is Indy Samra's direct phone number?
Indy Samra's direct phone number is +120142*****
What schools did Indy Samra attend?
Indy Samra attended University Of Liverpool, California State University-Sacramento, George Stephenson Sixth Form College, George Stephenson Sixth Form College, George Stephenson Sixth Form College.
What are some of Indy Samra's interests?
Indy Samra has interest in Working Out, Networking, Skiing, Investing, Reading, Running.
What skills is Indy Samra known for?
Indy Samra has skills like Banking, Investments, Leadership, Management, Portfolio Management, Process Improvement, Crm, Sales, Budgets, Recruiting, Marketing, Strategic Financial Planning.
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