Amit Agarwal, Cfa, Cpa
About Amit Agarwal, Cfa, Cpa
Amit Agarwal, CFA, CPA, is the Managing Director at Jefferies and an Associate Director at UBS Investment Bank. He holds an MBA from the University of Michigan, a CFA Charterholder designation, and a BS in Mechanical Engineering from the Indian Institute of Technology, Roorkee.
Title
Amit Agarwal currently holds the position of Managing Director. In this role, he is responsible for overseeing operations and strategic direction at his workplace.
Current Role at Jefferies
Amit Agarwal has been serving as Managing Director at Jefferies since 2015. In this executive position, he is involved in high-level decision-making and management within the firm.
Role at UBS Investment Bank
Amit Agarwal also holds the position of Associate Director in Investment Banking at UBS Investment Bank. His responsibilities include working on investment banking initiatives and supporting the bank’s financial strategies since 2010.
Education at University of Michigan - Stephen M. Ross School of Business
Amit Agarwal obtained an MBA in Finance from the University of Michigan - Stephen M. Ross School of Business. This advanced degree equips him with extensive knowledge and skills in financial management and business administration.
CFA Charterholder
Amit Agarwal achieved the Chartered Financial Analyst (CFA) designation from the CFA Institute. This qualification signifies a high level of competence and integrity in the field of finance and investment management.
Education at Indian Institute of Technology, Roorkee
Amit Agarwal earned a BS in Mechanical Engineering from the Indian Institute of Technology, Roorkee. This foundational engineering degree provides him with a technical perspective that complements his financial expertise.