Deviki Arora
Chicago,Illinois
Summary
Wealth management associate at Raymond James with strong expertise in financial planning and client management. Developed personalized retirement plans and conducted financial educational workshops. Focused on delivering strategies that align with clients' long-term goals and building multigenerational relationships.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Wealth Management Associate
Raymond James
Chicago, USA
01.2025 - Current
- Build and present personalized retirement plans using financial planning software, aligning clients’ financial strategies with long-term goals
- Support client review meetings by analyzing portfolio performance and discussing planning strategies to address client questions
- Lead financial education workshops for next-generation clients, enhancing financial literacy and fostering multigenerational relationships
U.S. Risk Intern
Bank of Montreal
Chicago, USA
06.2024 - 08.2024
- Analyzed meeting agendas over 12 months to verify compliance with mandated objectives and guidelines
- Developed procedures for agenda analysis to facilitate future reproducibility
Marketing Intern
Performance Logic
New York, USA
06.2023 - 08.2023
- Designed promotional materials for a trade show presentation to promote a new software product
- Evaluated competing software products to highlight key differentiators and inform marketing strategy
Business Development Consultant Intern
Sellside Group
Dallas, USA
03.2021 - 05.2022
- Identified underperforming businesses in industrial supplies sector to generate new client opportunities
- Researched industry trends to develop targeted marketing and sales strategies for launch of 3 new products
- Analyzed income statements and balance sheets to produce a valuation report that supported acquisition deal
Education
Bachelor of Arts - Economics
Emory University
Atlanta, GA12-2024
Certification
- Security Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 66
- Illinois Life & Health Insurance Producer Licenses
Timeline
Wealth Management Associate
Raymond James
01.2025 - Current
U.S. Risk Intern
Bank of Montreal
06.2024 - 08.2024
Marketing Intern
Performance Logic
06.2023 - 08.2023
Business Development Consultant Intern
Sellside Group
03.2021 - 05.2022
Bachelor of Arts - Economics
Emory University