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Profile
Ms. Seerat Sodhi is an Equity Analyst at QCI Asset Management, Inc. She joined QCI Asset Management in June 2012.
Her prior work experience in the finance and investment fields includes positions at UBS in UK, Barclays Bank in India and Merrill Lynch in USA.
Ms. Sodhi earned a Bachelor of Mathematics degree from Delhi University, India in 2007 and earned an MBA in Finance and Accounting from the E.
Philip Saunders College of Business, Rochester Institute of Technology in May 2012.
Former positions of Seerat Sodhi
| Companies | Position | End |
|---|---|---|
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
UBS Capital
 UBS Capital Major BanksFinance National commercial bank | Corporate Officer/Principal | - |
Barclays Bank Plc (India)
 Barclays Bank Plc (India) Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
QCI Asset Management, Inc.
 QCI Asset Management, Inc. Investment ManagersFinance QCI’s investment strategy as it relates to equities (stocks) involves building portfolios on a foundation of solid core holdings, complemented by stocks that offer timely opportunities. They choose core holdings by reviewing long-term trends, cyclical forces, and relative valuations, to build a diversified portfolio with specific sector and industry emphases. The firm’s investment strategy as it relates to fixed income (bonds) involves building fixed income portfolios by first evaluating the interest rate cycle and choosing a duration target. They then look for attractive maturities along the yield curve, and opportunities within particular sectors and industries. | Analyst-Equity | - |
Training of Seerat Sodhi
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
QCI Asset Management, Inc.
QCI Asset Management, Inc. Investment ManagersFinance QCI’s investment strategy as it relates to equities (stocks) involves building portfolios on a foundation of solid core holdings, complemented by stocks that offer timely opportunities. They choose core holdings by reviewing long-term trends, cyclical forces, and relative valuations, to build a diversified portfolio with specific sector and industry emphases. The firm’s investment strategy as it relates to fixed income (bonds) involves building fixed income portfolios by first evaluating the interest rate cycle and choosing a duration target. They then look for attractive maturities along the yield curve, and opportunities within particular sectors and industries. | Finance |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Delhi
 University of Delhi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Barclays Bank Plc (India)
Barclays Bank Plc (India) Major BanksFinance Provides banking services | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
UBS Capital
UBS Capital Major BanksFinance National commercial bank | Finance |
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