INDERPREET BARING
ashburn,Virginia
Summary
Finance-focused professional with experience in financial advisory, compliance-driven environments, and mission-critical operations. Licensed in Life, Health, and Annuities in Virginia with experience conducting financial needs analysis and guiding clients on long-term protection and retirement strategies. Currently pursuing a Bachelor's degree in Finance with a strong academic foundation in accounting and information systems.
Personable and analytical with strong problem-solving abilities and positive attitude. Possess solid understanding of financial principles and regulations, combined with skills in data analysis and client communication. Dedicated to providing excellent service and driving client satisfaction through effective financial solutions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance And Financial Services Agent
The Wealth Financial Group
Ashburn, VA, USA
03.2023 - Current
- Conduct financial needs assessments to evaluate retirement planning and income protection strategies.
- Educate clients on indexed universal life and annuity products aligned with long-term objectives.
- Maintain compliance with state regulations and internal suitability standards.
- Develop client relationships through consultative sales and referral-based growth.
Installation Technician
Amazon
Manassas, VA, USA
03.2025 - 08.2025
- Supported installation and configuration of infrastructure systems in high-demand environments.
- Collaborated with cross-functional teams to ensure projects were completed on schedule.
- Troubleshot operational issues while adhering to safety protocols.
Data Center Operations Support
Allied Data Center Security
Manassas, VA, USA
08.2023 - 03.2025
- Supported 24/7 mission-critical operations in secure production environments.
- Monitored access control and verified work authorizations to ensure compliance.
- Coordinated incident escalation and maintained operational documentation.
- Conducted facility inspections to identify potential risks and environmental irregularities.
Education
Bachelor of Science - Finance
George Mason University
Fairfax, VA03-2026
Associate of Science - Information Technology
Northern Virginia Community College
Sterling, VASkills
- Financial Needs Analysis
- Risk Assessment
- Client Advisory
- Basic Financial Statement Analysis
- Retirement Planning Concepts
- Leadership qualities
- Credit analysis
- Mutual funds
- Cash flow analysis
Certification
Virginia Life, Health & Annuities License, Authorized to advise and sell insurance and annuity products in compliance with Virginia regulations.
Languages
English
Punjabi
Urdu
Hindi
Interests
- Financial Markets
- Wealth Building Strategies
- Banking Operations
- Risk Management
- Continuous Professional Development
Personal Information
Title: Finance & Financial Services Professional
Timeline
Installation Technician
Amazon
03.2025 - 08.2025
Data Center Operations Support
Allied Data Center Security
08.2023 - 03.2025
Insurance And Financial Services Agent
The Wealth Financial Group
03.2023 - Current
Associate of Science - Information Technology
Northern Virginia Community College
Bachelor of Science - Finance
George Mason University