Sheriq Sumar
Director - FP&A and Investor Relations at Tradeweb | New York, New York, United States
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Sheriq Sumar is a seasoned investment professional with over 15 years of experience in the realm of sell-side equity research, currently serving as a Director at Evercore. In his role, he specializes in the Payments, Processors, and IT Services sectors, where he leads coverage on key companies such as Toast (TOST), CentralPay (CPAY), WEX Inc. (WEX), PagSeguro (PAGS), and StoneCo (STNE). His deep expertise in US fintech and diversified financial services allows him to provide insightful analyses that drive investment decisions and strategic recommendations.
Sheriq’s extensive background includes a significant tenure in sell-side research focused on Asia Pacific banks and fund accounting, which has equipped him with a global perspective on financial markets. His proficiency in financial analysis, financial reporting, and business analytics enables him to dissect complex financial statements and market trends, ensuring that his clients are well-informed about potential investment opportunities.
At Evercore, Sheriq leverages his skills in mergers and acquisitions (M&A), equity capital markets, and advanced financial modeling using tools like Microsoft Excel and Dealogic. His ability to synthesize vast amounts of data into actionable insights has made him a trusted advisor to institutional investors and corporate clients alike. As the fintech landscape continues to evolve, Sheriq remains at the forefront, identifying emerging trends and technologies that shape the future of financial services. His commitment to excellence and strategic foresight positions him as a key player in the equity research domain, driving value for stakeholders and contributing to the broader financial ecosystem.
Director - FP&A and Investor Relations at Tradeweb in September 2024 to Present
Director - Equity Research Analyst at Evercore in December 2021 to September 2024
Equity Research Associate at Goldman Sachs in January 2013 to November 2021
Research Analyst at Crisil Global Research and Analytics in September 2011 to January 2013
Fund Accounting Associate at JP Morgan Chase in May 2006 to April 2008
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Presentations
Communication
Equity Research
Fundamental Analysis
Financial Markets
Asset Management
Banking
Mutual Funds
Corporate Finance
Valuation
Equities
Business Analysis
Accounting
Finance
Due Diligence
Mergers & Acquisitions (M&A)
Business Development
Business Strategy
Strategic Planning
Analytics
Financial Analysis
Financial Modeling
Hedge Funds
Strategy
Capital Markets
Financial Reporting
Business Analytics
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Bloomberg
Working with Investors
Client Relations
Time Management
Qualitative Research
Market Structure
Equity Valuation
Fund Accounting
Equity Capital Markets
Financial Statement Analysis
Investment Valuation
Investment Research
FactSet
Morningstar
Simfund
Dealogic
Valuation Modeling
Stock Exchange
Equity Research Analysis
Company Valuation
Investor Relations
Investments
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Discover more about TradewebWhat is Sheriq Sumar email address?
Email Sheriq Sumar at [email protected] and [email protected]. This email is the most updated Sheriq Sumar email found in 2026.
What is Sheriq Sumar phone number?
Sheriq Sumar phone number is +15129633580 and +13362646403.
How to contact Sheriq Sumar?
To contact Sheriq Sumar send an email to [email protected] or [email protected]. If you want to call Sheriq Sumar try calling on +15129633580 and +13362646403. (updated on November 04, 2024)
What is Sheriq Sumar net worth?
Sheriq Sumar has an estimated net worth of $2,500 to $24,999
What company does Sheriq Sumar work for?
Sheriq Sumar works for Tradeweb
What is Sheriq Sumar's role at Tradeweb?
Sheriq Sumar is Director - FP&A and Investor Relations
What industry does Sheriq Sumar work in?
Sheriq Sumar works in the Investment Banking industry.
Sheriq Sumar Email Addresses
Sheriq Sumar Phone Numbers
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