Aman Sunder

College of Family and Consumer Sciences

Financial Planning, Housing and Consumer Economics

Ph.D. Candidate, Graduate Assistant, and Instructor on Record

Ph.D. Candidate

Address:
262 - 4 Dawson Hall
305 Sanford Dr.
Athens, GA 30602

E-Mail:

workOffice Phone: 7853176604

Curriculum Vitae

Education

Degree Field of Study Institution Graduation
PGDBA Finance and Marketing Symbiosis Centre for Distance Learning, Pune, India. 2012
Bachelor of Technology Production Engineering Guru Nanak Dev Engineering College, Ludhiana, Punjab India. 2003

Research

Research Interests:

Effects of financial planner intervention on various aspects of clients' financial lives.

Current Research

The Great Recession and Risky Asset Allocation in Household Portfolios: Evidence from a National Study
This study examines the association between the use of financial planners through the period of Great Recession and changes in risky asset allocations within household investment portfolios during this period


Change in Financial Assets of Households Following the Great Recession and the Role of Financial Planning
This study focuses on studying the relationship between continuous use of financial planners during the Great Recession and the changes in household financial assets following the Great Recession.


Does Prosocial Motivation Influence Student Engagement with Clients? Findings from a Financial Planning Service Learning Program
Prosocial motivation is an individual characteristic which motivates certain individuals to make a contribution to society through public service and community building endeavors. This pilot study explored the dynamic interaction between prosocial motivation, self-efficacy, and client engagement over the course of a 10-week service learning project in financial planning. Undergraduate and graduate students in accounting and financial planning who participated in the pilot study completed weekly surveys assessing their prosocial motivation, and copies of their letters to clients were analyzed.

Teaching

  • Instructor on Record: FHCE 4200 (Wealth Management 1) Fall 2017
  • Courses: GRSC7770 (Seminar for graduate teaching assistants) in Fall 2014 by the Center of Teaching and Learning at UGA (3 credit hours)
  • Teaching assistant: Teaching, grading, and tutoring assigned undergraduate classes.

Outreach

  • Administrator - Volunteer Income Tax Assistance (VITA) (Spring 2017)
    • Responsibilities: Administration of a site located at the Georgia United Credit Union (Athens, GA) and a virtual site located at the extension office on campus at UGA which connects to extension offices located in six counties in southern Georgia to serve local clients.
  • Site Coordinator – Volunteer Income Tax Assistance (VITA) (Spring 2016)
    • Responsibilities: Site coordination and review support for tax preparers. 
  • Service provider – The Aspire Clinic (UGA) (Fall 2015 and Summer 2016)
    • Responsibilities: to help and support clients with various personal finance issues.
  • Member - Association for Financial Counseling and Planning Education (AFCPE) (Starting September 2015)
  • Member - Financial Planning Association (FPA) (Starting October 2015)
  • Secretary - Student Technician Chapter (STC) - Institution Of Engineers India. (August 2002 – March 2003)
  • Executive Member - Indian Society for Technical Education (ISTE) (August 2001 – March 2003)
  • Joint Secretary - Society of Automotive Engineers (SAE) India. (SAE Collegiate Club) (April 2001 – March 2002)


 

Areas of Expertise

Financial planning and research for individuals, businesses and academia including wealth management, tax planning, estate planning, investor behavior, retirement, planning for business and education, along with past experience of sales, marketing, and business development, management of large and complex business networks, project management, institutional and government business, partnerships, compliance checks, due diligence, export control, and experience of international markets. 

Prior Professional Positions

Organization / Department Title Years of Service
University of Georgia Graduate Research and Teaching Assistant 2.5
Hitachi India Pvt. Ltd. Manager – Rail Systems Group (INDIA) 1.5
Hitachi India Pvt. Ltd. Assistant Sales Manager – ICE Division (INDIA) 3.3
Marathon Electric India Pvt. Ltd. (Formerly GE Motors India Pvt Ltd.) Assistant Sales Manager (Indian States of UP and Uttarakhand) 1.5
Kirloskar Oil Engines Ltd. Area Manager (Indian states of Delhi and Haryana) 0.5
Kirloskar Oil Engines Ltd. Senior Officer, Marketing – Exports from India 2
Kirloskar Oil Engines Ltd. Senior Officer (GET) – Domestic marketing in India. 0.25
Kirloskar Oil Engines Ltd. Graduate Engineering Trainee (GET) 0.25

Awards

Award Name Awarded By Year Awarded
Performance Excellence Hitachi India Pvt. Ltd. 2012
Performance Excellence Hitachi India Pvt. Ltd. 2011

Service

Organization Title Year(s) Service Type
VITA at Georgia United Credit Union (Athens GA) Site Administrator 2017 Volunteer Income Tax Assistance
VITA at The Virtual Site, UGA Extension Office (Athens GA) Site Administrator 2017 Volunteer Income Tax Assistance
VITA at Georgia United Credit Union (Athens GA) Site Coordinator 2016 Volunteer Income Tax Assistance
Aspire Clinic - University of Georgia Service Provider 2015 Volunteer
Aspire Clinic - University of Georgia Service Provider 2016 Volunteer
VITA at The Virtual Site, UGA Extension Office (Athens GA) Site Administrator 2017 Volunteer Income Tax Assistance

Publications

Sunder, A., Chatterjee, S., Palmer, L., & Goetz, J. W. (2017). How Retirees Prioritize Socializing, Leisure and Religiosity-A Research Based Study for Planners. Academy of Economics and Finance Journal, 7, (2016), pp 99-105

Abstract:

Happiness and well-being are among the two most important goals for individuals approaching retirement and often form the basis of total income requirement during retirement. These goals are almost met when the household expenses are paid for, individual health is taken care of, and there is residual money available for social, leisure, and religious activities. Time spent on socializing, leisure, religiosity, and financial services is the main concern. We use the American Time Use Study (ATUS) 2013 Well-Being Module to examine the predicted probabilities of retirees' time spent in each activity of interest based on various demographic and socioeconomic factors.

Working Papers

  1. The Great Recession and Risky Asset Allocation in Household Portfolios: Evidence from a National Study - Aman Sunder, Lini Zhang, Swarn Chatterjee, Joseph W. Goetz, Lance Palmer, University of Georgia
  2. Change in Financial Assets of Households Following the Great Recession and the Role of Financial Planning - Lini Zhang, Aman Sunder, Swarn Chatterjee, Joseph W. Goetz, Lance Palmer, University of Georgia
  3. Does Prosocial Motivation Influence Student Engagement with Clients? Findings from a Financial Planning Service Learning Program - Robert Christensen,  Brigham Young University, Lance Palmer, University of Georgia, Aman Sunder, University of Georgia.

Advisory Committee

  • Dr. Lance Palmer
  • Dr. Joseph W Goetz
  • Dr. Swarn Chatterjee
  • Dr. Patryk Babiarz