PARVESH YADAV
Financial and compliance testing analyst at The Retirement Plan Company, LLC- Claim this Profile
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Bio
Experience
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The Retirement Plan Company, LLC
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United States
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Financial Services
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100 - 200 Employee
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Financial and compliance testing analyst
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May 2023 - Present
Working in complaince team in regulating retirement plans and conducting regulatory checks, contributions calulations and compliance testing for the priority clients. Working in complaince team in regulating retirement plans and conducting regulatory checks, contributions calulations and compliance testing for the priority clients.
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Square Yards
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India
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Real Estate
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700 & Above Employee
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Investment Manager/associate
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Oct 2022 - Mar 2023
worked as investment manager , guided clients with better investments plans altered according to client needs. Boosted sales volume by acquiring new clients and having them invest in various plans. worked as investment manager , guided clients with better investments plans altered according to client needs. Boosted sales volume by acquiring new clients and having them invest in various plans.
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SS&C GlobeOp
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United Kingdom
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Financial Services
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700 & Above Employee
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Associate
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Jan 2022 - Jul 2022
Associate at SS&C GlobeOp in middle office trade operations Associate at SS&C GlobeOp in middle office trade operations
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aashman foundation
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India
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Nonprofit Organization Management
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500 - 600 Employee
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Human Resources Intern
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Jul 2021 - Sep 2021
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Tutedude
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India
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E-Learning Providers
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300 - 400 Employee
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Business Development Intern
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Jun 2021 - Jul 2021
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Education
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2020 - 2022
GD Goenka University
Master of Business Administration - MBA, Accounting and Finance -
2016 - 2019
ARSD,DU
Bsc, Computer Science -
2015 - 2016
Amity International School
12th, Non medical
Community
