Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
3
3
years of professional experience
Work History
Associate Advisor
Veery Capital
Wilmington, DE
08.2022 - Current
Facilitated qualified and non-qualified investment accounts, executing customized investment strategies that significantly contributed to a $200 million growth in the firm's assets under management (AUM) within a span of 2 years
Built and maintained client relationships by attracting new clients and keeping existing ones satisfied and engaged.
Generate net worth statements, cash flow reports, and performance reports to conduct thorough financial analysis.
Manage various operational tasks, including compliance regulation tasks, applications, portfolio distributions, and fee reconciliations
Maintained accurate records of all client transactions and account updates.
Internship
Veery Capital
Wilmington, Delaware
05.2021 - 08.2021
Reconciled monthly, quarterly, and annual returns for both institutional and individual clients
Assisted in analyzing financial statements and reports
Observed clients' required minimum distribution amounts and developed accurate spreadsheets illustrating potential future distributions
Became acustom to and did data clean-up projects in software such as Emoney, RPAG, RedTail, Orion, SEI, and Schwab.
Managed customer inquiries through phone calls, emails, or other forms of communication.
Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)