Sulakshana Misra
Skills
Timeline
Professional experience for Sulakshana Misra
- Current 3 years and 5 months, since Apr 2023
Wealth Analyst
DVAG - Deutsche Vermögensberatung Bank AG
• Performed comprehensive financial assessments, including income, expenses, liabilities, risk tolerance, and goals. • Developed data-driven plans incorporating strategic initiatives, resource allocation, and risk mitigation strategies. • Constructed financial models and projections to evaluate the impact of various business decisions. • Analyzed a diverse range of financial services (accounts, insurance, investments, precious metals, loans).
Languages
German
B1-B2 (Good)
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