Sarvendra Harkishun
Queens,NY
Summary
Seasoned financial services professional with 15 years of experience in leveraging data analysis to guide small businesses and individual clients toward informed financial decisions. Expertise in utilizing Microsoft Excel, Power BI, and Salesforce to analyze complex financial data, identify trends, and deliver actionable insights that improve financial performance and strategic planning. Proven track record of transforming data-driven findings into tangible results.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Services Representative
National Life Group
New York, NY
04.2022 - 10.2024
- Utilized face-to-face and online platforms to prospect new clients.
- Conducted client profiling to assess financial planning needs and recommended suitable solutions.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Provided guidance on investment decisions to ensure maximum returns.
- Prepared reports detailing client portfolio performance and asset allocation.
- Assisted clients in understanding complex financial concepts and instruments.
- Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
- Maintained up-to-date knowledge of current economic conditions and their impact on the markets.
- Fostered relationships with new and existing clients through excellent customer service skills.
- Developed and implemented strategies for financial planning, investments, and retirement.
- Conducted joint appointments with clients and other partners specializing in financial planning to provide appropriate financial solutions.
Financial Services Representative
Equitable Advisors
New York, NY
05.2021 - 03.2022
- Engaged with prospective clients using face-to-face interactions and digital communications.
- Evaluated client profiles to identify optimal financial strategies.
- Delivered financial planning aligned with CFP Board's guidelines.
- Collaborated with clients and partners to offer specialized financial solutions.
- Developed strategies to streamline client financial goal achievement through equitable financial offerings.
- Cultivated enduring client relationships.
- Facilitated workshops to educate attendees on insurance planning, investment strategies and retirement preparation.
Small Business Specialist
JPMorgan Chase & Co.
Briarwood, NY
05.2019 - 05.2021
- Managed clients' relationships and portfolios using specialized tracking tools via JPMorgan Chase software and Salesforce.
- Identified financial needs and offered tailored product recommendations while overseeing an assigned portfolio of small business clients, valued at over $20 million.
- Partnered with specialists (financial advisors, mortgage bankers, and business relationship managers) to connect customers to experts who can help with specialized financial needs.
- Analyzed existing business operations to identify areas of improvement and cost savings.
- Advised clients on best practices for managing their finances, personnel, and other resources.
- Devised targeted solutions for various customers and offered deposit, lending, and investment services.
- Gathered and organized clients' business data to analyze current financial trends, and recommended appropriate financial solutions.
Investment Advisor (Division Manager)
Primerica
Rego Park, NY
04.2009 - 05.2019
- Oversaw the recruitment, training, and management of financial associates in multiple boroughs in NY.
- Offered strategic financial planning across multiple areas, including retirement, and insurance.
- Developed and sustained client relationships.
- Developed financial strategies to attain clients' financial objectives.
- Led seminars focusing on financial planning and retirement strategies.
- Prepared presentations for prospective clients explaining features of different investments and insurance products offered by the firm.
Private Equity Associate (Internship)
Cormorant Capital
New York, NY
01.2018 - 05.2018
- Utilized Salesforce CRM to oversee client accounts.
- Compiled reports, analyzed competitors, and evaluated potential partnership firms for future strategic alliances.
- Conducted comprehensive SWOT analyses on competitors.
Assistant Budget Analyst (Internship)
YWCA
New York, NY
09.2016 - 12.2016
- Led creation of routine and specialized budget reports.
- Examined budget estimates for completeness, accuracy, and conformance with procedures and regulations.
- Reviewed monthly budgeting and accounting reports to ensure expenditure controls.
- Compiled and analyzed accounting records and other data to determine financial status.
- Collaborated with department heads to develop annual operating budgets.
- Performed trend analyses on historical spending data to anticipate future needs.
Mortgage Loan Officer
1st Republican Mortgage Bankers, Inc.
07.2006 - 06.2008
- Conducted interviews with prospective clients to gather information regarding loan applications.
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
- Processed new loan applications in accordance with established guidelines.
- Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
- Worked alongside top management to design and execute strategic marketing initiatives.
Education
Bachelor of Business Administration - Financial Services
Berkeley College
New York, NY06.2018
One Year Acting for Film Conservatory Certificate Program -
New York Film Academy
New York, NY05.2013
Skills
- Microsoft Office Proficiency (Word, Excel, PowerPoint, and Outlook)
- Microsoft Power BI
- Salesforce CRM
- Financial services
Credentials & Licenses
- Life Insurance & Life Broker License
- Accident & Health Insurance License
- Notary Public
Certification
- Preparing Data for Analysis with Microsoft Excel
- Harnessing the Power of Data with Power BI
- Extract, Transform and Load Data in Power BI
Timeline
Financial Services Representative
National Life Group
04.2022 - 10.2024
Financial Services Representative
Equitable Advisors
05.2021 - 03.2022
Small Business Specialist
JPMorgan Chase & Co.
05.2019 - 05.2021
Private Equity Associate (Internship)
Cormorant Capital
01.2018 - 05.2018
Assistant Budget Analyst (Internship)
YWCA
09.2016 - 12.2016
Investment Advisor (Division Manager)
Primerica
04.2009 - 05.2019
Mortgage Loan Officer
1st Republican Mortgage Bankers, Inc.
07.2006 - 06.2008
- Preparing Data for Analysis with Microsoft Excel
- Harnessing the Power of Data with Power BI
- Extract, Transform and Load Data in Power BI
Bachelor of Business Administration - Financial Services
Berkeley College
One Year Acting for Film Conservatory Certificate Program -
New York Film Academy
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