Suraj Khosla

Vice President, Equity Capital Markets | Hawkeye Capital Markets at Beech Hill Securities, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Hindi Native or bilingual proficiency
  • Punjabi Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Series 79
    FINRA
    Nov, 2019
    - Nov, 2024
  • Series 63
    FINRA
    Apr, 2019
    - Nov, 2024
  • Series 7
    FINRA
    Feb, 2019
    - Nov, 2024
  • SIE
    FINRA
    Dec, 2018
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Dec, 2017
    - Nov, 2024

Experience

  • Beech Hill Securities, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Equity Capital Markets | Hawkeye Capital Markets
      • Dec 2022 - Present

    • Associate, Equity Capital Markets | Hawkeye Capital Markets
      • Apr 2021 - Dec 2022

    • Analyst, Equity Capital Markets | Hawkeye Capital Markets
      • Apr 2018 - Mar 2021

  • Treasury Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Management Intern
      • Sep 2017 - Dec 2017

      Ranked #6- Barron’s Top 100 Financial Advisors (2017), 13 consecutive years (since 2004). Performed business development research, due diligence reports, and analysis. Researched fixed income and equity investment strategies. Rotated between High Net Worth, Corporate Cash, Portfolio Management, Sales, 401(K) teams. Attended portfolio management meetings with senior management. Ranked #6- Barron’s Top 100 Financial Advisors (2017), 13 consecutive years (since 2004). Performed business development research, due diligence reports, and analysis. Researched fixed income and equity investment strategies. Rotated between High Net Worth, Corporate Cash, Portfolio Management, Sales, 401(K) teams. Attended portfolio management meetings with senior management.

  • Tida Investment Group
    • Kingston, New York
    • Associate Partner
      • Jan 2016 - Aug 2017

      Oversaw the management of a portfolio with $400,000 in assets, which primarily consisted of securities and exchange traded funds. Overall increase of 25%. Proposed buy orders, accepted by partners, for a 40% return on investment. Youngest admitted partner since group inception. Oversaw the management of a portfolio with $400,000 in assets, which primarily consisted of securities and exchange traded funds. Overall increase of 25%. Proposed buy orders, accepted by partners, for a 40% return on investment. Youngest admitted partner since group inception.

Education

  • Sacred Heart University
    Bachelors Degree(s) Finance, and Business Economics, Graduate - 2018

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