Shreevara TR profile photo 1 on Tal

Shreevara TR

Director of Smiles😊

Bengaluru

6+ years of work experience

Full-time
Apr 20233 yrs 6 mosPresent

Toronto, Ontario, Canada

From strategic tax planning to custom financial plans. From retirement to estate planning, delivered end to end expertise consulting.
McDonald's
Mar 20231 moMar 2023

Toronto, Ontario, Canada

smallcase
May 20211 yrApr 2022

Bengaluru, Karnataka, India

Paytm
Mar 20192 yrs 3 mosMay 2021

Bengaluru, Karnataka, India

Customer Support, CDD and KYC Identification documents verification and Compliance.

Shreevara’s AI Stack

claude code
claude code
claude
claude
openai
openai
claudecode
claudecode
ChatGPT
ChatGPT
ChatGPT Images
ChatGPT Images

Education

George Brown Polytechnic

PG Diploma in Financial Planning, Finance and Financial Management Services

George Brown Polytechnic

20221 yr2023
Annamalai university

PG Diploma in Banking and Insurance, Banking and Insurance

Annamalai university

20191 yr2020

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Headline

Director of Smiles😊

About

"I believe operations is the invisible hand that makes magic happen." With a background in Financial Planning and experience at a high-growth FinTech startup like smallcase, I thrive at the intersection of customer excellence and operational efficiency. I don’t just resolve tickets; I build systems that prevent them.

Location

Bengaluru

AI stack

claude code

claude

openai

claudecode

ChatGPT

ChatGPT Images

Work experience

Financial Planner at Full-time, Apr 2023 - Present · 3 yrs 6 mos, Toronto, Ontario, Canada, From strategic tax planning to custom financial plans. From retirement to estate planning, delivered end to end expertise consulting.

Head of French Fries at McDonald's, Mar 2023 - Mar 2023 · 1 mo, Toronto, Ontario, Canada

Customer Support Specialist at smallcase, May 2021 - Apr 2022 · 1 yr, Bengaluru, Karnataka, India

Customer Support and Client Onboarding Associate at Paytm, Mar 2019 - May 2021 · 2 yrs 3 mos, Bengaluru, Karnataka, India, Customer Support, CDD and KYC Identification documents verification and Compliance.

Education

PG Diploma in Financial Planning, Finance and Financial Management Services, George Brown Polytechnic

PG Diploma in Banking and Insurance, Banking and Insurance, Annamalai university