Harmita (Soschi) Sidhu Email & Phone Number
@seifriedbrew.com
1 phone found area 610
LinkedIn matched
Who is Harmita (Soschi) Sidhu? Overview
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Harmita (Soschi) Sidhu is listed as Muni Bond Credit Analysis & Equity Research Analysis at Seifried & Brew LLC, a with 6 employees, based in Center Valley, Pennsylvania, United States. AeroLeads shows a work email signal at seifriedbrew.com, phone signal with area code 610, and a matched LinkedIn profile for Harmita (Soschi) Sidhu.
Harmita (Soschi) Sidhu previously worked as Municipal Bond Credit Research Analyst at Seifried & Brew Llc and Muni Credit Analyst & Business Development Sales at Seifried & Brew Llc. Harmita (Soschi) Sidhu holds Bs, Business Management/Marketing from State University Of New York College At Old Westbury.
Email format at Seifried & Brew LLC
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AeroLeads found 1 current-domain work email signal for Harmita (Soschi) Sidhu. Compare company email patterns before reaching out.
About Harmita (Soschi) Sidhu
Career encompasses in-depth understanding of financial modeling & analysis, in equity research and municipal bond analysis. Started out as an equity research assistant at Brown Brother Harriman & Co. (BBH) followed by Associate equity analysts positions at various sized firms. After short stint at Keefe, Bruyette, & Woods/KBW (now Stifel) covering property-casualty stocks, transitioned immediately upon 9/11 into rebuild effort due to dept. personnel losses. First part of career mainly involved heavily with attended analyst conferences, collaborating with investor relations of various companies, updating Wall Street Journal/Dow Jones Newswire reporters, forecasting earnings, producing written reports of publicly-traded bank stocks and then transitioning into a editorial/supervisory compliance role managing and supervising all outgoing analyst communications on stocks covered. Last position entailed analyzing local and county-wide gov’t issued debt (GO debt and utility revenue bonds) which involved streamlining our in-house model, and producing written material. Extremely detailed-oriented with excellent organizational and time management skills which stem from working in a fast-paced environment supporting the demands of Wall Street analysts ranging from IPO road shows to ramping up company coverage while keeping the salesforce up to speed on current developments when warranted. Flexibility and dedication to a company's core values and mission as demonstrated during 9/11 business disruption, participating in the rebuild phase and ramp up of company's research department as initial sole editor/supervisory analyst collaborating closely with the DOR; managed/supervised all newly hired research analysts' communication to institutional clients. Worked closely on behalf of analysts as main liaison with production team on company and industry reports while at same time collaborating closely with compliance department to make sure due diligence needs met due to regulatory overhaul evolving in early 2000s. Previously held Series 7, 63, 16 and in 2009 acquired PA LA&H Insurance licenses. As demonstrated historically I am able to adapt to various-sized business organizations under extreme circumstances and am excited for what my next role will encompass while ultimately contributing to a company’s core mission with a client 1st attitude.
Listed skills include Financial Modeling, Equity Research, Equities, Investment Banking, and 27 others.
Harmita (Soschi) Sidhu's current company
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Harmita (Soschi) Sidhu work experience
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Muni Credit Analyst & Business Development Sales
Current
Municipal Bond Research Analyst
Consultant
Assist. Vice President/Supervisory Analyst-Equity Research At Kbw
Solely approved and edited all evening submissions by equity research analysts of company/industry notes, presentations, and emails for dissemination to institutional investors. Created new disclosures and updated disclosures in BlueMatrix for companies prior to initiation. Maintained compliance lists in BlueMatrix.
Editor-Equity Research
Helped in rebuild effort of research department after 9/11, working closely with DOR; solely supervised production flow while at same time editing all research material. Worked double shift during implementation of new research distribution system, BlueMatrix. Also collaborated closely with compliance department during analyst/investment banking disclosure implementation phase due to regulatory overhaul in securities industry.
Research Associate-Equity Research
Assisted senior analysts in the research of Property Casualty Insurance and Financial Guarantor stocks.Participated in conference calls and analyst meetings; visited companies; assisted in writing reports and modeling companies.
Associate Analyst-Equity Research
Produced industry and company-specific reports, client handouts, weekly bank industry reports, FirstCall notes, and earnings models for U.S.-based large-cap financial services/regional bank holding companies.Provided research on company and bank-industry-related topics upon request to approximately 50 domestic and internationally based institutional salespeople as well as an institutional account base of 250 clients.Generated quarterly earnings summary for companies covered to institutional clients and salesforce, as well as to a retail salesforce of approximately 6,500 brokers.Wrote FirstCall notes/quarterly earnings previews for institutional investors.Maintained financial models quarterly and assist highly ranked senior bank analyst in the projection of earnings models for companies under coverage.
Junior Analyst
Equity ResearchPerformed financial analysis on universe of approx. 40 U.S. banks. Created company projection models used for analysis of bank stocks with detailed emphasis on earnings and balance sheet, asset quality and profitability ratios.Conducted due diligence of regional banks with senior executives via interviews with company managements discussing financial performance and growth prospects for insight regarding future business developments.Produced FirstCall notes for institutional investors and retail brokers.Created & maintained financial data in bank monthly industry report.
Research Assistant-Equity Research
Updated earnings projection models historically on U.S. banks for renowned senior analyst.Updated analyst, salespeople, and reporters on regional bank developments.Participated in teleconferences and produced summary report
Harmita (Soschi) Sidhu education
Frequently asked questions about Harmita (Soschi) Sidhu
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What company does Harmita (Soschi) Sidhu work for?
Harmita (Soschi) Sidhu works for Seifried & Brew LLC.
What is Harmita (Soschi) Sidhu's role at Seifried & Brew LLC?
Harmita (Soschi) Sidhu is listed as Muni Bond Credit Analysis & Equity Research Analysis at Seifried & Brew LLC.
What is Harmita (Soschi) Sidhu's email address?
AeroLeads has found 1 work email signal at @seifriedbrew.com for Harmita (Soschi) Sidhu at Seifried & Brew LLC.
What is Harmita (Soschi) Sidhu's phone number?
AeroLeads has found 1 phone signal(s) with area code 610 for Harmita (Soschi) Sidhu at Seifried & Brew LLC.
Where is Harmita (Soschi) Sidhu based?
Harmita (Soschi) Sidhu is based in Center Valley, Pennsylvania, United States while working with Seifried & Brew LLC.
What companies has Harmita (Soschi) Sidhu worked for?
Harmita (Soschi) Sidhu has worked for Seifried & Brew Llc, Seifried & Brew, Llc, Banking Sector, Kbw, and Wells Fargo.
Who are Harmita (Soschi) Sidhu's colleagues at Seifried & Brew LLC?
Harmita (Soschi) Sidhu's colleagues at Seifried & Brew LLC include Chad Davis.
How can I contact Harmita (Soschi) Sidhu?
You can use AeroLeads to view verified contact signals for Harmita (Soschi) Sidhu at Seifried & Brew LLC, including work email, phone, and LinkedIn data when available.
What schools did Harmita (Soschi) Sidhu attend?
Harmita (Soschi) Sidhu holds Bs, Business Management/Marketing from State University Of New York College At Old Westbury.
What skills is Harmita (Soschi) Sidhu known for?
Harmita (Soschi) Sidhu is listed with skills including Financial Modeling, Equity Research, Equities, Investment Banking, Finance, Securities, Capital Markets, and Analysis.
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