Talal Khan

Director/Board Member at

Daloopa, Inc.

Technology Services

Finance

Commercial Services

Profile

Talal Arij Khan is currently Managing Director at Next Management Advisors LLC since 2014.
Board Member at Solve Advisors, Inc., Daloopa, Inc., and Portfolio BI, Inc. Formerly Vice President at Credit Suisse Securities (USA) LLC (Broker) from 2011 to 2024.
Principal at Deloitte Consulting LLP from 2008 to 2009.
Analyst at FG Advisors LLC in 2011.
Completed undergraduate degree at The Wharton School of the University of Pennsylvania in 2008.

Talal Khan active positions

Companies	Position	Start
Next Investors LLC Next Investors LLC Investment ManagersFinance NEXT Investors invests in companies located in the United States. The firm targets companies operating in the fields of technology and financial services. It participates in growth and buyout transactions. The firm acquires minority interest.	Private Equity Investor	01/04/2014
Daloopa, Inc. Daloopa, Inc. Packaged SoftwareTechnology Services Provides artificial intelligence based software to builds precise and detailed financial models	Director/Board Member	-
Solve Advisors, Inc. Solve Advisors, Inc. Packaged SoftwareTechnology Services Provides pre-trade price transparency data for fixed income markets	Director-Back Office Operation	-
Portfolio BI, Inc. Portfolio BI, Inc. Packaged SoftwareTechnology Services Develops an investment management software platform	Director/Board Member	-

All active positions of Talal Khan

Former positions of Talal Khan

Companies	Position	End
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/02/2024
FG Advisors LLC	Corporate Officer/Principal	01/04/2011
Deloitte Consulting LLP Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services	Corporate Officer/Principal	-

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Training of Talal Khan

Experiences
Positions held

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Private companies

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Linked companies

Private companies	8
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
FG Advisors LLC
Deloitte Consulting LLP Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services	Commercial Services
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Solve Advisors, Inc. Solve Advisors, Inc. Packaged SoftwareTechnology Services Provides pre-trade price transparency data for fixed income markets	Technology Services
Next Investors LLC Next Investors LLC Investment ManagersFinance NEXT Investors invests in companies located in the United States. The firm targets companies operating in the fields of technology and financial services. It participates in growth and buyout transactions. The firm acquires minority interest.	Finance
Daloopa, Inc. Daloopa, Inc. Packaged SoftwareTechnology Services Provides artificial intelligence based software to builds precise and detailed financial models	Technology Services
Portfolio BI, Inc. Portfolio BI, Inc. Packaged SoftwareTechnology Services Develops an investment management software platform	Technology Services

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