Upasana Chakravorty

Financial Advisor at Innovation Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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Credentials

  • 2-Minute Tips for Marketing
    LinkedIn
    Dec, 2021
    - Nov, 2024
  • Power BI: Dashboards for Beginners
    LinkedIn
    Dec, 2021
    - Nov, 2024
  • Agile Foundations
    LinkedIn
    Jan, 2021
    - Nov, 2024
  • Developing Your Emotional Intelligence
    LinkedIn
    Jan, 2021
    - Nov, 2024
  • Why Motivating People Doesn’t Work . . . and What Does (getAbstract Summary)
    LinkedIn
    Jan, 2021
    - Nov, 2024
  • Social Success at Work
    LinkedIn
    Sep, 2020
    - Nov, 2024
  • Delivering an Authentic Elevator Pitch
    LinkedIn
    Aug, 2020
    - Nov, 2024
  • Microsoft Teams Quick Tips
    LinkedIn
    Aug, 2020
    - Nov, 2024
  • Stop Stressing and Keep Moving Forward
    LinkedIn
    Aug, 2020
    - Nov, 2024
  • Successful Goal Setting
    LinkedIn
    Aug, 2020
    - Nov, 2024
  • The Secret: What Great Leaders Know and Do (getAbstract Summary)
    LinkedIn
    Aug, 2020
    - Nov, 2024
  • 15 Secrets Successful People Know About Time Management (getAbstract Summary)
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Being Positive at Work
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Bored and Brilliant (Blinkist Summary)
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Deep Work: Rules for Focused Success in a Distracted World (Blinkist Summary)
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Embracing Unexpected Change
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Extreme Productivity (Blinkist Summary)
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Financial Basics Everyone Should Know
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Financial Wellness: Managing Personal Cash Flow
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Humble Inquiry: The Gentle Art of Asking Instead of Telling (getAbstract Summary)
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Improving Your Listening Skills
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Increase Visibility to Advance Your Career
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Jodi Glickman on Pitching Yourself
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Managing High Potentials
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • The Five Thieves of Happiness (getAbstract Summary)
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • The Six Morning Habits of High Performers
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Financial Planning 1
    Canadian Securities Institute
    Nov, 2019
    - Nov, 2024

Experience

  • Innovation Credit Union
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • May 2019 - Present

  • BMO
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Financial Services Manager
      • Dec 2016 - May 2019

  • Walmart
    • United States
    • Retail
    • 700 & Above Employee
    • Photo Laboratory Technician
      • Mar 2016 - Dec 2017

  • Kids Garden Secondary School - India
    • India
    • Education Administration Programs
    • 1 - 100 Employee
    • PRT
      • Jul 2013 - Nov 2015

  • Kangaroo Kids
    • Jharia, Dhanbad
    • Accountant
      • Jun 2007 - Nov 2015

Education

  • Canadian Securities Institute
    Financial Planning II, Financial Planning and Services
    2020 - 2021
  • Vinayaka Mission's Research Foundation - University
    Master's degree, Business/Commerce, General
    2012 - 2014
  • Vinoba Bhave University
    Bachelor's degree, Accounting and Finance
    2009 - 2012
  • Canadian Securities Institute
    investment funds in Canada, investment funds in Canada

Community

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