Headline

"Experienced Professional Specializing in Problem Solving and Client Management in Financial Services"

About

I hold an MBA in Finance and Business Management from Presidency University, Bangalore, and a Postgraduate Diploma in Financial Planning from George Brown College, Canada. With over two years of experience in finance and tech, I specialize in financial analysis, client communication, and compliance management. My expertise includes leveraging tools like Salesforce and Power BI to drive business success. I’m passionate about continuous learning and delivering impactful financial solutions, and I actively stay engaged with industry trends and academia.

Location

Mysore

Work experience

Paraplanner at Valenta, Feb 2022 - Mar 2023 · 1 yr 2 mos, India

Education

postgraduate diploma, Financial Planning and Services, George Brown Polytechnic

Finance and business analytics, Presidency University Bangalore