Sidharth Sudheesh

Wealth Management Intern at Desjardins Financial Security Independent Network
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Contact Information
us****@****om
(386) 825-5501
Location
Nepean, Ontario, Canada, CA

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Bio

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Credentials

  • Ontario Secondary School Diploma
    Ottawa-Carleton District School Board (OCDSB)
    Jun, 2023
    - Nov, 2024
  • Standard First Aid & CPR Level C/AED
    Canadian Red Cross
    Mar, 2023
    - Nov, 2024

Experience

  • Desjardins Financial Security Independent Network
    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Wealth Management Intern
      • Jul 2023 - Present

      - Completing client transaction requests. - Researching potential investments (GICs, mutual funds, etc). - Outreaching to new potential clients. - Maintaining current client profiles. - Completing client transaction requests. - Researching potential investments (GICs, mutual funds, etc). - Outreaching to new potential clients. - Maintaining current client profiles.

  • Ottawa Tuskers Sports Club
    • Ottawa, Ontario, Canada
    • Youth Academy Soccer Coach
      • Jul 2023 - Aug 2023

  • K.Bhavadasan Associates
    • Kerala, India
    • Paralegal Assistant
      • Jun 2023 - Jul 2023

      - Assisting with the preparation, filing and service of pleadings. - Organizing and managing documents, including the creation of spreadsheets and retrieval systems. - Summarizing deposition and trial transcripts and exhibits - Assisting with the preparation, filing and service of pleadings. - Organizing and managing documents, including the creation of spreadsheets and retrieval systems. - Summarizing deposition and trial transcripts and exhibits

  • City of Ottawa
    • Canada
    • Government Administration
    • 700 & Above Employee
    • Receiving officer (Municipal election)
      • Sep 2022 - Sep 2022

      - Ensuring that voters are on the voter's list. - Helping voters add or amend information to their voter identification. - Ensuring that voters are on the voter's list. - Helping voters add or amend information to their voter identification.

Education

  • Queen's University
    Bachelor of Commerce - BCom, Business/Commerce, General
    2023 - 2027
  • Smith School of Business at Queen's University
    Bachelor's degree, Business/Commerce, General
    2023 - 2027
  • John McCrae Secondary School
    2021 - 2023

Community

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