Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Planning Strategies
Client Connection
Organization
Financial Planning & Wealth Management at NAFinancial Planning & Wealth Management at NA
SAP PP & QM consultant at Cloud corner solutions Pvt. Ltd.SAP PP & QM consultant at Cloud corner solutions Pvt. Ltd.
Planning Consultant Wealth Management at Fidelity InvestmentsPlanning Consultant Wealth Management at Fidelity Investments
Freelance Wealth Management Consultant at Thirty4Sixty Inc.Freelance Wealth Management Consultant at Thirty4Sixty Inc.