Gaganpreet Sohi
Rockwall,TX
Summary
Motivated Financial academy student working toward CFP. Hardworking and resourceful individual commended for first-rate collaboration, organizational and time management abilities. Committed to developing career path and expanding work experience. Strong knowledge of communication skills.
Overview
3
3
years of professional experience
Work History
Investment Development, FC Academy
Charles Schwab
09.2022 - Current
- Provide direct, Real time support to Schwab & TD Ameritrade clients via inbound and outbound phone calls in a fast paced, market- sensitive environment
- Demonstrated a sense of urgency and commitment to provide the highest level of client service
- Helped clients make informed decisions about financial future.
- Worked as a member of a high- calibre team to resolve any problems.
- Contacted potential clients to pursue sales and gather funds.
Dealership Accountant
Unstoppable Empire
01.2021 - 07.2022
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Confirm that books are reconciled with bank statements and prepare all month-end dealership accounting reports.
- Increased sales by 40%.
Education
Bachelors - Business Finance
Texas A&M University
Commerce, TX05.2023
Skills
- Sie, 7 and 66 licenses
- Fluent in Hindi, Punjabi and Beginner in Spanish
- Strategic planning and analysis
- Outstanding communication skills
- Budget Management
Timeline
Investment Development, FC Academy
Charles Schwab
09.2022 - Current
Dealership Accountant
Unstoppable Empire
01.2021 - 07.2022
Bachelors - Business Finance
Texas A&M University
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