Anshul Sharma
Founder at Lifted Solutions- Claim this Profile
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English -
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Hindi -
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Punjabi -
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Urdu -
Topline Score
Bio
Credentials
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Certificate in Financial Services Advice
Canadian Securities Institute (CSI)Jan, 2016- Nov, 2024 -
Financial Planning 1
Canadian Securities Institute (CSI)Jan, 2016- Nov, 2024 -
Personal Financial Service Advise Course
Canadian Securities Institute (CSI)Oct, 2015- Nov, 2024 -
Investments Funds in Canada IFC (Mutual Funds License)
Canadian Securities Institute (CSI)Feb, 2015- Nov, 2024
Experience
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Lifted Solutions
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Canada
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Technology, Information and Media
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1 - 100 Employee
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Founder
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Jun 2014 - Present
We help businesses grow and prosper. With the power of the cloud, we digitize marketplaces. Utilizing web applications, mobile apps, cloud computing, web design and several forms of marketing we can strengthen your online presence, automate daunting tedious tasks, and provide business owners vital metrics and analytics. http://www.liftedsolutions.com We help businesses grow and prosper. With the power of the cloud, we digitize marketplaces. Utilizing web applications, mobile apps, cloud computing, web design and several forms of marketing we can strengthen your online presence, automate daunting tedious tasks, and provide business owners vital metrics and analytics. http://www.liftedsolutions.com
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RBC
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Canada
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Banking
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700 & Above Employee
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Account Manager/Financial Advisor
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Jun 2014 - Jul 2016
Working within a dynamic Milton banking environment, fast emerging town with it's own individual and unique demographics. Through maximizing all opportunity and providing all clients with the very best financial advice I was able to contribute to a team that finished number one in South Western Ontario in regards to our accumulative branch sales and volume (QUARTER 3 2015). My repertoire consisted of providing clients advice on their investment portfolios, mortgages, home equity financing, managing their debt & cashflow, as well as personal and business banking. Providing our banking advisors (tellers) with support and mentorship, and handling any client escalations that arose throughout the course of branch operations. Awards include the highest-performing Advisor through solutions and revenue volume for Q1 & Q2 2016 (SWO). On pace for 120% of the highest performance tier for advisors at the time. Show less
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Cards Advisor
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Jul 2013 - Jun 2014
Providing expert advice to clients in regards to their credit cards and related products and services. Delivering a client experience like none other, while handling all problems at first area of contact. My presence was felt all over my department which lead me to be a Platinum Club award winner (top 3% of department) 2 quarters in a row. At the end of my tenure, I was performing management duties; handling and following up with escalations, managing the companion phone and handling team meetings thoroughly. Show less
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Milton Villager
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Milton
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Reporter
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Jul 2012 - Sep 2013
Freelance Reporter for Milton's magazine "Milton Villager" has 10,000 published copies as of October 25th, 2012 as well as an online segment. Freelance Reporter for Milton's magazine "Milton Villager" has 10,000 published copies as of October 25th, 2012 as well as an online segment.
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Foot Locker
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United States
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Retail
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700 & Above Employee
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Keyholder
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Aug 2008 - Jan 2012
Experienced Sales person who excelled in exceeding sales quotas. Averaged 150-200% of all weekly sales-quotas throughout career. Competed nationally for highest grossing sales representative with part-time hours arrangement. Helped train, onboard staff and manage customer concerns at first point of contact. Experienced Sales person who excelled in exceeding sales quotas. Averaged 150-200% of all weekly sales-quotas throughout career. Competed nationally for highest grossing sales representative with part-time hours arrangement. Helped train, onboard staff and manage customer concerns at first point of contact.
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Education
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2015 - 2018
CFA Level 1 Candidate
CFA Candidate Level 1, Finance -
2012 - 2016
York University
BAS, Business Administration and Management, General -
2011 - 2015
York University
Bachelor Business Admin Studies (BAS), Accounting and Finance
Community
