Sundeep Bhalla, MBA
About Sundeep Bhalla, MBA
Sundeep Bhalla is an experienced Analyst at Diversified Investment Advisors, where he has worked since 2007. He holds an MBA in Accounting and a Bachelor of Science in Finance, and is recognized for his hands-on approach and expertise in mutual fund portfolio analysis.
Work at Diversified Investment Advisors
Sundeep Bhalla has been employed at Diversified Investment Advisors as an Analyst since 2007. Over the course of 17 years, he has developed a strong expertise in analyzing client mutual fund portfolios. His role involves assessing risk and providing insights that help clients make informed investment decisions. Bhalla's hands-on approach to problem-solving is evident in his commitment to client engagement and portfolio management.
Previous Experience at Sprint Nextel
Prior to his current position, Sundeep Bhalla worked at Sprint Nextel as an Associate from 2003 to 2006. During his three years at the company, he gained valuable experience that contributed to his analytical skills. This role helped him build a foundation in data analysis and client relations, which he later applied in his career in investment analysis.
Education and Expertise
Sundeep Bhalla holds an MBA in Accounting from Iona College. He also earned a Bachelor of Science in Finance from the New York Institute of Technology, where he studied from 2003 to 2007. His educational background provides him with a solid foundation in financial principles, which is complemented by his FINRA Series 6 registration as an Investment Analyst. This certification indicates his specialization in mutual funds and variable annuities.
Background in Investment Analysis
Throughout his career, Sundeep Bhalla has successfully analyzed hundreds of client mutual fund portfolios. His expertise in portfolio analysis and risk assessment is a significant aspect of his professional profile. He is recognized for his creative and out-of-the-box thinking, which enables him to develop innovative solutions in investment analysis.
Experience at Newmark Knight Frank
Sundeep Bhalla briefly worked at Newmark Knight Frank as an Accounts Analyst for two months in 2006 to 2007. This experience added to his analytical skills and understanding of financial accounts, further enhancing his capabilities in the investment sector.