Raj Paghdal

Director at Chi Sigma Consulting
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Location
Boston, Massachusetts, United States, US

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Credentials

  • Bloomberg Market Concept Certified
    Bloomberg LP
    Oct, 2020
    - Sep, 2024
  • CPR/AED/First Aid
    American Red Cross
    Jan, 2020
    - Sep, 2024

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Director
      • Dec 2022 - Present

    • Engagement Manager
      • Jul 2022 - Dec 2022

      • Work with sustainable products client to assess moving fulfillment to another platform and develop a strategy and implementation plan for Amazon Seller Central Expansion

    • Junior Consultant
      • Jan 2022 - Jul 2022

      • Conducted competitive analysis to develop a better understanding of the industry• Formed multiple SWOT analyses to illustrate clients' current standings• Maintained timely submission of deliverables such as legal documents and research reports to clients

    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • Jun 2023 - Aug 2023

      • Supported 3 Private Wealth Advisors with $9bn+ in assets under supervision by preparing portfolio reviews for ultra-high net worth clients, private businesses, and non-profit organizations • Created a dynamic prospecting tool that kept a live track of net worth tied to the stock compensation of executives in publicly traded companies within Pennsylvania, Maryland, and Delaware • Individually conducted a study to see where the Mid-Atlantic Goldman Sachs PWM region would want to see extra funding allocated; to determine where most people deemed an existence of a bottleneck in business operations and opportunities to grow • Gathered extensive background research for various prospects which then was summarized into prospect pitches Show less

    • Private Wealth Management Americas Team Co-op
      • Jul 2022 - Dec 2022

      • Developed comprehensive competitor analyses of competing wealth management firms that include financials, management structure, incentives, compensation, and advisor support; report directly to the CFO of PWM • Reported weekly quantitative and qualitative summaries of the division’s largest global inflows and outflows to the firm’s senior leadership • Provided financials update to PWM Management team by walking through the division’s P&L statement during weekly meetings • Managed various ad-hoc tasks, namely updating the Executive Office on existing client relationships, enforcing compensation guidelines, spearheading and restructuring administration headcount models, and upkeeping and optimizing onboarding experience/training Show less

    • United States
    • Higher Education
    • 700 & Above Employee
    • Global Co-op Ambassador - NYC
      • Jul 2022 - Dec 2022
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Finance and Recruitment Chair
      • Jan 2022 - Aug 2022

    • Cohort President
      • Sep 2021 - Dec 2021

      Led cohort of 14 individuals on initiatives that aimed to push professional limits by presenting and implementing a clear vision

    • Administrative Assistant
      • May 2022 - Jul 2022
    • Resident Assistant
      • Jan 2022 - Jul 2022

      The Housing and Residential Life program at Northeastern University is a great way to build leadership, interact with the community, and learn personal management skills. With their various different programs, there are many different leadership opportunities available. • Designing and budgeting monthly interactive and goal-focused programs for 400+ residents which builds a sense of community The Housing and Residential Life program at Northeastern University is a great way to build leadership, interact with the community, and learn personal management skills. With their various different programs, there are many different leadership opportunities available. • Designing and budgeting monthly interactive and goal-focused programs for 400+ residents which builds a sense of community

    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Certified Lead Instructor
      • Sep 2021 - Jul 2022

      Certified to teach the basics of personal finance, banking, budgeting, and retirement planning at local Boston high schools. Created slide decks that allow for interactive sessions where students can participate in games that reflect real-world decisions Certified to teach the basics of personal finance, banking, budgeting, and retirement planning at local Boston high schools. Created slide decks that allow for interactive sessions where students can participate in games that reflect real-world decisions

    • Technician Consultant for Managment
      • May 2020 - Jan 2021

      Organized telehealth systems in place so information can be stored and read faster during the transition to hybrid healthcare. Worked in Accounting to track accounts payable and cleared backlogged payments which built due to COVID-19. Organized telehealth systems in place so information can be stored and read faster during the transition to hybrid healthcare. Worked in Accounting to track accounts payable and cleared backlogged payments which built due to COVID-19.

    • United States
    • 1 - 100 Employee
    • Student Body President
      • Sep 2018 - Jul 2020

      Significantly improved fundraising efforts by presenting new tactics such as grassroots marketing to increase engagement resulting in over $15,000 in first year and upwards of $30,000 in my second year. Coordinated school events by making deals with venders, compromises with Administration, and represented student interests Pivoted all school activities to safe alternative settings during the height of 2020 COVID-19 Pandemic Worked directly with Board of Education and Administration to help students adjust to online school, led various efforts to lift school spirit, and strove to make the most effective and safe decisions for the class while continually addressing concerns of peers and parents Show less

    • United States
    • Education Administration Programs
    • 700 & Above Employee
    • Mathematics Tutor
      • Dec 2016 - Mar 2020
    • Technical Consultant for Management
      • May 2019 - Sep 2019

      Established a digital database for all patient records to more efficiently retrieve information which cut down on secretarial work and allowed more patients to be seen in the working day Established a digital database for all patient records to more efficiently retrieve information which cut down on secretarial work and allowed more patients to be seen in the working day

Education

  • Northeastern University
    Bachelor of Science in Business Administration, Finance
    2020 - 2024
  • Sciences Po
    Study Abroad: Law, Economy, Public Policy
    2023 - 2023
  • Nutley High School
    2016 - 2020

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