Tejinder Bhogal

Senior Consultant Financial Services at Integrated Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU

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5.0

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LinkedIn User

I worked with Tejinder for two years and also reported to him for one year. Tejinder is a delightful person to work with and a great manager who is respected by everyone in the team. He is an excellent project leader who collaborates well with many teams to successfully complete missions and find the best solutions. Working in the team that Tejinder built from zero, I have seen so much hard work he’s made for us. He puts team members from all over APAC together and is trusted by everyone in the team. As a manager, he makes sure to provide follow up meetings with his reports and make quick catch-ups to ensure they are doing fine. His excellent people skill helped us to feel comfortable in the environment where we all working remotely during Covid. I thank him so much for providing me guidance and inspiring me to be always positive whenever there are many challenges ahead.

Qi Wang

Tejinder is an extremely nice boss and peers that I am so happy and enjoy to work with him. He is so good at communication and project management.He has good relationships with both internal and external stakeholders. He, as my boss who always so supportive and help me out as a new joiner for the market and account openings related issues. He, as my peers who always their for supporting and to always share his experience and promptly think other way if the problem is stuck. He is countable; trustful and professional.

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Credentials

  • CPA
    CPA Australia
    Jan, 2013
    - Nov, 2024

Experience

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Senior Consultant Financial Services
      • Mar 2022 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Manager - Client Onboarding, Account & Market Opening and Custody Transitions (APAC) - AVP
      • Aug 2019 - Feb 2022

    • Senior Manager - Client Service (AVP)
      • Oct 2016 - Jul 2019

    • Finance Team Manager
      • Mar 2014 - Sep 2016

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Team Leader - Fund Accounting
      • Jul 2010 - Mar 2014

    • Team Coach - Fund Accounting
      • Oct 2009 - Jul 2010

    • Business Manager
      • 2003 - 2007

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Collection Officer
      • 2001 - 2003

    • Team Leader Collections Team
      • 2000 - 2001

Education

  • CPA Australia
    CPA, Accounting
    2008 - 2012
  • Western Sydney University
    BBA, Accounting
    2003 - 2005

Community

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