Amit Suchak
Caterham,Surrey
Summary
Financial professional specializing in client relationship management and customer service. Expertise in investment analysis, financial modeling, and advisory services, with a strong understanding of capital markets. Proven track record in developing investment strategies and delivering comprehensive financial reporting and planning. Innovative problem-solver with effective use of fund accounting software in equity investment.
Overview
19
19
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work history
Investment & Financial Analyst
Clariti Wealth Financial Advisors
Wilmington, USA
01.2007 - 11.2025
- Educated clients on financial matters, providing tailored investment recommendations.
- Reviewed financial reports to streamline operations, enhancing productivity and profitability.
- Cultivated operational efficiency, focusing on cost reduction and increased output.
- Supported clients in understanding financial strategies and their rationales.
- Analysed statistical data to identify financial trends for investment planning.
- Assisted clients with retirement planning using mutual funds and diversified portfolio options.
- Utilised Salesforce for report generation and action recommendations to management.
- Addressed client inquiries regarding financial plans and strategies.
- Conducted regular financial audits to ensure compliance with regulations.
- Optimised asset allocation with detailed portfolio management.
- Managed risk by conducting comprehensive investment analyses.
- Analysed market trends, leading to better investment strategies.
- Devised effective tax strategies, resulting in significant savings.
Accounting Assistant
Blenheim Homes
Newark, DE
06.2006 - 12.2007
- Streamlined budget documentation and tracked expenses to enforce strict financial controls.
- Input financial data and generated reports using Microsoft Excel for Finance Director support.
- Developed plans to address financial discrepancies and reconcile records effectively.
- Maintained purchase and sales ledgers, ensuring accurate cash book management and credit control.
- Liaised with third-party providers, clients, and suppliers to facilitate smooth operations.
- Updated and maintained procedural documentation to reflect current practices.
Education
Bachelor of Science - Accounting, Finance
University of Delaware
Newark, USA 01.2003 - 01.2007
Skills
- Client relationship management
- Customer service excellence
- Investment analysis and consulting
- Financial modeling and advisory
- Fund accounting software proficiency
- Innovation in problem solving
- Understanding of capital markets
- Investment strategy development
- Financial reporting
- Financial planning
- Financial management
- Equity investment
- Financial and operational reporting
Certification
- The Series 65 License (The Uniform Investment Adviser Law Examination)
- Portfolio Management Accounting Software Conference, Maryland USA
- Client Relationship Management Conference, Washington DC USA
- Fidelity RIA (Registered Investment Advisor) Conference, Boston USA
- Portfolio Investment Rebalancing Conference, Seattle USA
Custom Section
- Local, 07903 246 589
- International, +1 302 559 6047
Personal Information
Title: Investment & Financial Analyst
References
Available on request.
Interests
- Volunteer in the local community to enhance financial literacy and numeracy.
- Annually participates in raising awareness of childhood cancer and thanksgiving turkey drive for homeless shelters.
- Adopt-A-Highway cleanup project.
- Support coaching soccer for girls.
References
References available upon request.
Timeline
Investment & Financial Analyst
Clariti Wealth Financial Advisors
01.2007 - 11.2025
Accounting Assistant
Blenheim Homes
06.2006 - 12.2007
Bachelor of Science - Accounting, Finance
University of Delaware
01.2003 - 01.2007