Priyanka Bhasin

Priyanka Bhasin has a diverse work experience starting from 2006 as a Software Engineer at Nucleus Software, where they developed Java and Dot Net applications. Priyanka then moved on to Linscomb & Williams in 2009, where they worked as an Investment Research Associate, managing over $350 to $400 million in discretionary assets for clients. At Linscomb & Williams, they also served as a Research Associate in a rotation program. In 2012, they joined FCA Corp as an Assistant Portfolio Manager and Senior Investment Operations Analyst, where they managed accounts for high-net-worth clients and supported advisors with investment strategies and client meetings. Priyanka'smost recent role is at Cadence Bank, where they are currently working as a Vice President and Trust Portfolio Manager.

Priyanka Bhasin's education history includes a Master of Business Administration (MBA) degree in Accounting from the University of St. Thomas (TX), which they obtained from 2013 to 2015. Priyanka also holds a Master of Business Administration (M.B.A.) degree in Finance and International Business from the same university, obtained from 2008 to 2010. Prior to their MBA degrees, they completed their Bachelor of Engineering degree in Information Technology from Apeejay College of Engineering, which they obtained from 2002 to 2006. In terms of additional certifications, they obtained the Series 65 certification from FINRA (Financial Industry Regulatory Authority) in September 2012, completed the Bloomberg Market Concepts certification from Bloomberg LP in August 2012, and passed the CFA Level 1 examination from the CFA Institute, although no specific month or year is provided for this certification. Priyanka has also attended Bal Bharti Public School in New Delhi, although no degree or field of study is mentioned for this period.