NIRAJ MOHIN, CPA/PFS, CGMA, CIDA, CCSA
Mr. Mohin is the CEO/Founder of the Lotus Wealth Management. He worked with the premier Global Financial Institutions on Wall Street prior to launching the firm for Main Street. His professional experience includes financial, accountancy, and risk management accomplishments.
As an accountant, he prepared financial statements, developed valuation policy of complex financial products, designed financial reporting process, and supervised the implementation of the risk management process and regulatory reporting system.
As the Head of Audit Department, he designed and implemented audit programs based on COSO framework for the Fixed Income, Futures and Equities Divisions located in New York, Chicago, London and Singapore. He was the member of firm's Risk Management, New Product, and SOX 404 Steering committees. His knowledge of the Basel Capital Accord and the Sarbanes-Oxley Act was a beneficial factor for Senior Executive Management in their strategic financial and operational decision making process. As an auditor, he conducted audits of Global Trading Platforms of equities, fixed income and derivatives products including Hedge Funds and OTC Structured Products.
As Vice President at a Global Consulting Company, he conducted risk assessment projects in relation to the SOX-404 and the Basel II. He performed fundamental financial analysis of private and listed companies and government sponsored financial institutions to develop the operational risk measurement database.
Mr. Mohin obtained the B.Sc. degree in Finance, Accounting and International Business from the Ramapo College of New Jersey. He is the recipient of 1994 Order of the Oak Leadership Honor Society and SANYO Semiconductor Corporation Award for his leadership skills.
He holds Certified Public Accountant (CPA) license in the State of New Jersey and is a Certified Investment Derivative Auditor (CIDA). He is member of the Omicron Delta Kappa Society, New Jersey Society of CPAs (NJsCPA), and American Institute of Certified Public Accountant (AICPA).