Experience

Summitry
• United States
• E-Learning Providers
• Principal

  • Mar 2022 - Present


Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Consultant

  • Jul 2020 - Jan 2022

  FINRA Series 66, 7, SIE and CA Insurance Licenses • Provide clients with holistic, custom solutions & recommendations based on specific goals, time horizon and financial situation. • Completed over 1000 client meetings averaging 19+ weekly and provided over 500 planning interactions/managed proposals. • Rated within top 8% and 22% across national metrics when compared with peers; Branch Recognition Award Recipient at Month 5; Awarded maximum allowable variable compensation every consecutive quarter. • Proficiency in two Salesforce Platforms, MS Word, Excel, PowerPoint, Citrix, Focus Point, WebEx & Zoom.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Mar 2019 - Jul 2020

  • Worked alongside a top 4-Team Advisor Group at flagship location resulting in over 30% increased AUM in addition to substantially expanded client book. • Provided key investment solutions for diverse range of clients with wide-ranging needs, goals and time horizons. • Maintained 400+ average callouts per week and 5-7 self-generated weekly meetings with prospective targeted clients. • Worked alongside a top 4-Team Advisor Group at flagship location resulting in over 30% increased AUM in addition to substantially expanded client book. • Provided key investment solutions for diverse range of clients with wide-ranging needs, goals and time horizons. • Maintained 400+ average callouts per week and 5-7 self-generated weekly meetings with prospective targeted clients.



Doric

• India
• Media Production

• Personal Advisor & Financial Manager

  • Aug 2015 - Mar 2019

  • Implemented cost savings of 18% within first year of managing client’s assets & increased profit margins 7% year-over-year. • Prepared regular expense reports and analysis to client on substantial assets alongside tenured Merrill Advisor team. • Effectively managed 13 total employees on behalf of client while maintaining competitive compensation for all. • Implemented cost savings of 18% within first year of managing client’s assets & increased profit margins 7% year-over-year. • Prepared regular expense reports and analysis to client on substantial assets alongside tenured Merrill Advisor team. • Effectively managed 13 total employees on behalf of client while maintaining competitive compensation for all.