Summary
Overview
Work History
Education
Languages
Timeline
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PIA DILRAJ KAUR GOTHRA

HICKSVILLE,NY

Summary

I am a recent graduate of Conestoga College with a degree in Business Administration, where I cultivated a profound understanding of foundational business principles. My internship at Deutsche Vermögensberatung afforded me invaluable insights into financial services. Driven by a fervent passion for business and law, I am resolute in pursuing advanced studies in these domains. With a multicultural upbringing, including secondary education in Germany, I bring a diverse perspective and fluency in multiple languages to my professional pursuits. Beyond my career aspirations, I am deeply committed to disseminating knowledge and contributing to the intellectual discourse within my field

Overview

4
4
years of professional experience

Work History

Financial Advisor

SHA Home Improvement
06.2024 - Current
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Reviewed and analyzed economic trends to provide clients with up-to-date insights into the potential implications for their investments.

MANAGER

York Road Kitchen
06.2023 - 04.2024
  • Led kitchen operations, optimizing workflow and reducing food waste
  • Implemented cost-saving measures, resulting in improved profitability for York Road Kitchen
  • Revamped menu offerings, introducing seasonal specials that boosted customer satisfaction
  • Implemented a digital ordering system, streamlining operations
  • Ensured strict adherence to health and safety standards, maintaining a spotless kitchen


FINANCIAL ADVISOR INTERNSHIP

Deutsche Vermögensberatung
06.2022 - 06.2023
  • Assessed personal financial situations, crafting tailored financial service plans
  • Developed comprehensive financial strategies, enhancing client satisfaction
  • Conducted asset evaluations and financial planning for measurable client growth
  • Maintained ongoing client relationships, adapting to evolving financial needs
  • Created detailed client profiles, identifying financing and investment opportunities
  • Conducted comprehensive financial analyses for clients, identifying strategic investment opportunities and optimizing portfolio performance

PARALEGAL INTERNSHIP

Rechtsanwalt und Mediator Christian M. Saurin
05.2021 - 12.2021
  • Conducted legal research, drafted documents, and assisted in case preparation
  • Developed strong attention to detail and enhanced analytical skills
  • Supported attorneys in client meetings and court proceedings
  • Fostered effective communication skills and gained practical legal experience
  • Engaged in diverse legal tasks, demonstrating adaptability and eagerness to learn


Education

BBA - BUSINESS

Conestoga College Institute of Technology And Advanced Laming
Guelph, ON
04.2024

AN INTRODUCTION TO AMERICAN LAW -

University of Pennsylvania
03.2025

DIPLOMA IN LEGAL STUDIES -

Alison
01.2024

HIGH SCHOOL DIPLOMA - political science

IGS Buxtehude
07.2022

Languages

Hindi
English
German
Punjabi

Timeline

Financial Advisor

SHA Home Improvement
06.2024 - Current

MANAGER

York Road Kitchen
06.2023 - 04.2024

FINANCIAL ADVISOR INTERNSHIP

Deutsche Vermögensberatung
06.2022 - 06.2023

PARALEGAL INTERNSHIP

Rechtsanwalt und Mediator Christian M. Saurin
05.2021 - 12.2021

AN INTRODUCTION TO AMERICAN LAW -

University of Pennsylvania

DIPLOMA IN LEGAL STUDIES -

Alison

HIGH SCHOOL DIPLOMA - political science

IGS Buxtehude

BBA - BUSINESS

Conestoga College Institute of Technology And Advanced Laming
PIA DILRAJ KAUR GOTHRA