Summary
Work History
Education
Skills
Languages
Personal Information
Hobbies and Interests
Timeline
Generic
JAY SHAH

JAY SHAH

Ashland,OH

Summary

Skilled in financial analysis and team leadership. Dedicated to driving organizational success through informed decision making and maximizing operational efficiency.

Work History

Administrative Executive

Pisco Plastic Industries
  • Responsible for managing administrative tasks and ensuring the smooth operation of an organization.

Financial Advisor

Life, Health, General Insurance / Mutual Funds / Corporate Deposits
  • Assessing clients financial situations, goals and risk tolerance to develop customize financial plans and strategies
  • Assisting clients in retirement planning by projecting future income needs, estimating retirement expenses and recommending suitable retirement saving schemes.

Education

10th -

Bright School

12th -

Baroda Public School

BBA (Finance) -

Dr. D. Y. Patil Vidyapeeth, Institute of Distance Learning

Skills

  • Presentation
  • Leadership
  • Time Management
  • Relationship Management
  • Communication

Languages

English
Hindi
Gujarati

Personal Information

Date of Birth: 10/11/1997

Hobbies and Interests

  • Music
  • Travelling
  • Volunteering

Timeline

Administrative Executive

Pisco Plastic Industries

Financial Advisor

Life, Health, General Insurance / Mutual Funds / Corporate Deposits

10th -

Bright School

12th -

Baroda Public School

BBA (Finance) -

Dr. D. Y. Patil Vidyapeeth, Institute of Distance Learning
JAY SHAH