Soumik Coomar

Soumik Coomar

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location of Soumik CoomarChelmsford, England, United Kingdom

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  • Timeline

  • About me

    Administrator at Parallel Wealth Management, Senior Partner Practice of St. James’s Place Wealth Management

  • Education

    • St. James' School (Kolkata)

      2004 - 2017
      School School A
    • Anglia Ruskin University

      2022 - 2023
      Master of Business Administration - MBA Finance
    • The Chartered Institute for Securities & Investment (The CISI)

      2022 - 2023
      Investment Advice Diploma Investments and Securities
    • The Chartered Institute for Securities & Investment (The CISI)

      -
      Investment advice Diploma and Certified Paraplanner Investments and Securities
    • Amity University Kolkata

      2017 - 2020
      Bachelor of Business Administration - BBA Business Administration and Management, General
  • Experience

    • Frasers Group

      May 2023 - Apr 2024
      Associate
    • St. James’s Place

      May 2024 - now
      Administrator
    • Parallel Wealth Management

      May 2024 - now
      Administrator
  • Licenses & Certifications

    • Bloomberg Market concepts

      Bloomberg LP
      Feb 2022
    • Investment Banking and Asset Management

      Bright Network
      Jun 2022
    • Level 4 Investment advice Diploma (IAD)

      The Chartered Institute for Securities & Investment (The CISI)
      Jul 2023
    • CISI IAD - Investment risk and Taxation

      The Chartered Institute for Securities & Investment (The CISI)
      Apr 2023
    • Bloomberg ESG

      Bloomberg LP
      Oct 2022
    • Stock market and finance

      Unschool
      Aug 2020
    • Introduction to Microsoft Excel

      Coursera
      Mar 2023
      View certificate certificate
    • UK Regulation and Professional Integrity

      The Chartered Institute for Securities & Investment (The CISI)
      Dec 2022
    • JP Morgan Investment Banking

      Forage
      Jul 2022