Manav Puri
Stamford
Summary
Detail-oriented and dependable professional with a demonstrated ability to adapt and deliver results in fast-changing environments. My career path reflects resilience and initiative during the COVID-19 disruption, while maintaining a strong reputation for integrity and reliability. I am eager to apply my analytical mindset, communication skills, and disciplined work ethic within an investment-focused environment.
Overview
8
8
years of professional experience
Work History
File Clerk Temporary Position
City of Stamford Board of Education
Stamford
08.2025 - 01.2026
- Audited files to ensure compliance with organizational standards, enhancing data integrity.
- Organized and maintained filing systems, facilitating efficient document retrieval and supporting operational workflow.
Switch Board Operator/Property Management Contract Role
Cushman & Wakefield
Purchase
01.2025 - 08.2025
- Handled client inquiries to provide accurate information and enhance customer satisfaction
- Addressed client complaints to enhance satisfaction
- Managed and submitted work orders to ensure timely resolution of maintenance issues
Technology Specialist, Client Relations
Darcars Lexus of Greenwich
Greenwich
07.2023 - 06.2024
- Assist clients in showing them technological features on their vehicle
- Train new Sales staff on the vehicles and Sales process
- Delivered products according to customers' needs and expectations
- Supported Sales team in closing transactions with customers
Investor Relations Associate Contract Role
W. P. Carey
New York
01.2023 - 03.2023
- Reviewed investors tax documents
- Responded to investor inquiries via email
- Assisted Financial Advisors with client requests
COVID-19 Contact Tracer, COVID-19 Vaccine Ambassador
AMN Healthcare
Stamford
10.2020 - 05.2022
- Reached out to people who tested positive for COVID-19 and provided them with resources
- Helped encourage people in rural areas to get vaccinated
- Learned how to de-escalate situations with hostile individuals
Investor Relations Associate
Waypoint Real Estate Investments
Stamford
09.2017 - 09.2019
- Monitored equity share of project portfolio to inform strategic investment decisions
- Supported administrative tasks for FINRA and broker dealers
- Review quarterly investment reports
- Work with Capital Markets and Acquisition team to launch new properties and capital calls
- Assist in improving the firms operations in external investor portal and internal systems
- Collaborated with managers to review department procedures, enhancing accuracy and efficiency
Education
BA - Communication
University of Connecticut
Storrs, CT05.2017
Skills
- Client Communication
- Conflict Resolution
- Attention to detail
- Microsoft Office Suite
- Salesforce
- Public Speaking
- Research
- Collaborative team player
- Decision making and prioritization
Timeline
File Clerk Temporary Position
City of Stamford Board of Education
08.2025 - 01.2026
Switch Board Operator/Property Management Contract Role
Cushman & Wakefield
01.2025 - 08.2025
Technology Specialist, Client Relations
Darcars Lexus of Greenwich
07.2023 - 06.2024
Investor Relations Associate Contract Role
W. P. Carey
01.2023 - 03.2023
COVID-19 Contact Tracer, COVID-19 Vaccine Ambassador
AMN Healthcare
10.2020 - 05.2022
Investor Relations Associate
Waypoint Real Estate Investments
09.2017 - 09.2019
BA - Communication
University of Connecticut