Ashneet Sandhu
San Francisco,CA
Summary
- Licensed Insurance Agent in California.
- Experienced Financial Advisor.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
World Financial Group (WFG)
06.2023 - Current
- Analyzed market trends to provide sound financial advice based on various financial indicators.
- Understood clients' financial goals and assisted in creating strategies to achieve them.
Safety Monitor
University of California, Riverside
10.2021 - Current
- Responded to emergencies with utmost efficiency as instructed.
- Conducted regular safety inspections and audits to identify potential hazards and prevent accidents and injuries.
Dasher
DoorDash
12.2020 - 07.2021
- Served customers promptly by smoothly collecting and delivering a high volume of orders.
- Drove continuously during shifts, meeting deadlines, and achieving high customer satisfaction ratings.
Brand Representative
Abercrombie & Fitch Co.
10.2020 - 01.2021
- Organized and stocked merchandise to meet sales demand.
- Showed understanding of customers' personal style and preferences when offering product advice.
Education
Bachelor's Degree - Business Economics
University of California, Riverside
Riverside, CA06-2025
Skills
- Analytical Skills
- Communication
- Problem Solving
- Customer Service
- Active Listening
- Technical Support
- Data Analysis
- Creativity and Innovation
- Decision-Making
- Marketing
Locations
San Francisco Bay Area
Languages
English
Native/ Bilingual
Punjabi
Native/ Bilingual
Hindi
Professional
Certification
Insurance Producer
California Department of Insurance (CDI)
Issued Jul 2023
License Number: 4308976
Timeline
Financial Advisor
World Financial Group (WFG)
06.2023 - Current
Safety Monitor
University of California, Riverside
10.2021 - Current
Dasher
DoorDash
12.2020 - 07.2021
Brand Representative
Abercrombie & Fitch Co.
10.2020 - 01.2021
Bachelor's Degree - Business Economics
University of California, Riverside