Jaskaran Sandhar
Denver,CO
Summary
Investment Solutions Representative with demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction while leveraging diverse product lines to drive business forward.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Work History
Fixed Income Specialist
Fidelity Investments
Denver, CO
10.2022 - Current
- Developing and positioning fixed income products, and discretionary money management services to existing customers or prospective customers
- Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts, solutions, and strategies
- Executed Fixed Income security trades on behalf of institutional and retail clients based on research and current macroeconomic conditions
Investment Solutions
Fidelity Investments
Denver, CO
09.2021 - 10.2022
- Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.
- Building and cultivating fast-growing customer relationships by identifying customer needs and offering customized Fidelity investment solutions based on in-depth knowledge of products and services
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Investment Representative
Ivy Investments
Kansas City, MO
11.2020 - 06.2021
- Conducted the administration of investment products and services
- Prepared various reports and correspondence, maintain files and databases and verify financial data
- Provided administrative support in large offices, performing work such as organizing records, opening and distributing mail and answering telephone calls
- Assisted customers in developing individual investment portfolios to meet their financial goals
Finance Operations Analyst
SS&C Technologies
Kansas City,, MO
08.2019 - 11.2020
- Reported daily cash settlements with custodian and share reporting to fund accounting groups.
- Built and maintained client relationships by serving as a liaison between clients and prime brokers/counterparties
- Provided support of post-trade activities, from trade entry through accounting
Education
Bachelor of Science - Finance
University of Kansas
Lawrence, KS 09.2018 - 12.2022
Skills
Market trends
Timeline
Fixed Income Specialist
Fidelity Investments
10.2022 - Current
Investment Solutions
Fidelity Investments
09.2021 - 10.2022
Investment Representative
Ivy Investments
11.2020 - 06.2021
Finance Operations Analyst
SS&C Technologies
08.2019 - 11.2020
Bachelor of Science - Finance
University of Kansas
09.2018 - 12.2022
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