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Prutha Joshi Email & Phone Number
NACA Counselor
at
NACA - Neighborhood Assistance Corporation of America
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
NACA Counselor
Location
Somerville, Massachusetts, United States
Company size
Who is Prutha Joshi? Overview
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Quick answer
Prutha Joshi is listed as NACA Counselor at NACA - Neighborhood Assistance Corporation of America, a company with 708 employees, based in Somerville, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Prutha Joshi.
Prutha Joshi previously worked as Research Analyst at Suffolk University - Sawyer Business School and Sub-broker and Distributor at Nj Indiainvest Private Limited. Prutha Joshi holds Master Of Science - Ms, Finance - Investments, 3.748 from Suffolk University.
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NACA - Neighborhood Assistance Corporation of America
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Profile bio
About Prutha Joshi
A Master of Science in Finance graduate from Suffolk University as well as an experienced Mutual Funds Distributor and Consultant with a Bachelor’s degree in Commerce & Laws from Mumbai. With over 9 years of experience in Mutual Funds advisory and consulting, I've finely tuned my skills in financial planning and delivering top-notch customer service. During my tenure as a Graduate Fellow at Suffolk University's Finance Department, and roles as a Junior Equity Analyst at Suffolk's Investing & Finance Club, and as an Equity Research Analyst for the CFA Institute Research Challenge, I've cultivated strong analytical prowess, leadership abilities, and excellence in financial analysis. In my most recent role as a Research Analyst at Suffolk University, I'm currently sharpening my expertise in financial modeling, research and data analysis, particularly in leveraging AI to predict equity stock prices. My passion lies in driving informed decision-making, and I thrive in tasks that demand attention to detail, quantitative analysis, and effective problem-solving.Keen to contribute my adaptability, teamwork dedication, and proactive approach to adopting new technologies, I'm confident that I can bring significant value to the organization as a Financial or Business Analyst. With a proven track record in dynamic environments, I'm excited about the opportunity to grow professionally while making meaningful contributions.
Current workplace
Prutha Joshi's current company
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Naca - Neighborhood Assistance Corporation Of America
7 roles
Prutha Joshi work experience
A career timeline built from the work history available for this profile.
Research Analyst
Current- Authored a research paper on using AI for equity stock price prediction, incorporating stock analysis, investment analysis, and stock valuation methodologies, and demonstrated its real-world application through.
- Utilize Bloomberg Terminal for data gathering and analysis, create charts, and value high-growth AI/Technology companies through DCF analysis and scenario-based stress tests to guide strategic investment decisions.
Feb 2024 - Present
Sub-Broker And Distributor
Current- Advising clients independently on mutual fund investments, tailoring diversified portfolios based on respective financial profiles, goals, and risk tolerance while building strong client relationships.
- Managed over 100 client portfolios with $ 3,000,000 in AUM, optimizing asset allocation and enhancing client satisfaction.
Jan 2015 - Present
Equity Research Analyst - Cfa Institute Research Challenge 2023-2024
- Worked in a team of five, for detailed analysis of Toast Inc., providing strategic insights to guide investment decisions.
- Developed multiple Excel-based financial models (DCF, Comparables, Precedent) to accurately forecast the future performance of the company, enhancing financial decision-making and strategic planning with a strong.
Sep 2023 - Jan 2024
Junior Financial Analyst
- Directed a $200,000 investment fund, achieving a 16.74% profit for Centene Corporation by conducting comprehensive company evaluations through financial modeling, relative valuation, fundamental & comparable company.
- Delivered a persuasive stock pitch that successfully convinced the board to invest in 100 shares, allocating 5.1% stake in portfolio.
Sep 2023 - Dec 2023
Graduate Fellow- Finance Department
- Extracted historical monthly industry data of over 1200 companies via Bloomberg Terminal and crafted 200 citations to ensure the accuracy and academic integrity for research paper. Developed research paper using Latex.
- Supervised and evaluated the academic work of undergraduates in the Multinational Financial Management course, ensuring thorough assessments and timely grade uploads to the university’s eLearning portal.
Sep 2022 - Dec 2023
Mutual Funds Consultant
Tushar Joshi (Investments And Tax Consultant)
- Managed approximately $700,000 in client funds across Mutual Funds, demonstrating strong financial management skills and consistently achieving targeted returns.
- Guided a team of 10 in the Insurance & Tax Consultation Department, ensuring compliance and effectively resolving client challenges to enhance satisfaction and trust.
Apr 2019 - Jul 2022
Team & coworkers
Colleagues at NACA - Neighborhood Assistance Corporation of America
Other employees you can reach at naca.com. View company contacts for 708 employees →
JS
Juana Sosa
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaLawrence, Massachusetts, United States, United States
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SR
Sarah Ranko
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaBotswana, Botswana
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TB
Tammy Brown
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaCharlotte, North Carolina, United States, United States
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JH
Jeffrey Hurt
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaMemphis, Tennessee, United States, United States
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EA
Earl Alexander
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaCharlotte, North Carolina, United States, United States
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MA
Miguel A. Correa
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaMiami-Fort Lauderdale Area, United States
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DC
Dale Carter
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaSolon, Ohio, United States, United States
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AM
Abolfazl Montazeri
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaIran, Iran, Islamic Republic Of
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DC
David Cooper
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaCharlotte, North Carolina, United States, United States
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AC
Arielle Cabral
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaCharlotte, North Carolina, United States, United States
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Juana Sosa
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaLawrence, Massachusetts, United States, United States
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SR
Sarah Ranko
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaBotswana, Botswana
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TB
Tammy Brown
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaCharlotte, North Carolina, United States, United States
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JH
Jeffrey Hurt
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaMemphis, Tennessee, United States, United States
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EA
Earl Alexander
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaCharlotte, North Carolina, United States, United States
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MA
Miguel A. Correa
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaMiami-Fort Lauderdale Area, United States
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DC
Dale Carter
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaSolon, Ohio, United States, United States
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AM
Abolfazl Montazeri
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaIran, Iran, Islamic Republic Of
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DC
David Cooper
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaCharlotte, North Carolina, United States, United States
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AC
Arielle Cabral
Colleague at Naca - Neighborhood Assistance Corporation Of AmericaCharlotte, North Carolina, United States, United States
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3 education records
Prutha Joshi education
Master Of Science - Ms, Finance - Investments, 3.748
Bachelor Of Laws - Llb, Second Class
Bachelor Of Commerce - Bcom, A
FAQ
Frequently asked questions about Prutha Joshi
Quick answers generated from the profile data available on this page.
What company does Prutha Joshi work for?
Prutha Joshi works for NACA - Neighborhood Assistance Corporation of America.
What is Prutha Joshi's role at NACA - Neighborhood Assistance Corporation of America?
Prutha Joshi is listed as NACA Counselor at NACA - Neighborhood Assistance Corporation of America.
Where is Prutha Joshi based?
Prutha Joshi is based in Somerville, Massachusetts, United States while working with NACA - Neighborhood Assistance Corporation of America.
What companies has Prutha Joshi worked for?
Prutha Joshi has worked for Naca - Neighborhood Assistance Corporation Of America, Suffolk University - Sawyer Business School, Nj Indiainvest Private Limited, Cfa Institute, and Suffolk Finance & Investing Club.
Who are Prutha Joshi's colleagues at NACA - Neighborhood Assistance Corporation of America?
Prutha Joshi's colleagues at NACA - Neighborhood Assistance Corporation of America include Juana Sosa, Sarah Ranko, Tammy Brown, Jeffrey Hurt, and Earl Alexander.
How can I contact Prutha Joshi?
You can use AeroLeads to view verified contact signals for Prutha Joshi at NACA - Neighborhood Assistance Corporation of America, including work email, phone, and LinkedIn data when available.
What schools did Prutha Joshi attend?
Prutha Joshi holds Master Of Science - Ms, Finance - Investments, 3.748 from Suffolk University.
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