Bba Rrc

Bba Rrc

A Financial planner with over 19 years of vast experience in advisory ,wealth management and customer service .I... | Guelph, Guelph, Canada

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Work Experience

Ontario Soccer Association

Soccer Referee

Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Dufferin County Multicultural Foundation

Secretary

Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Equity Diversity And Inclusion Committee Town Of Orangeville

Community Volunteer

Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Career Education Council

Treasurer & Secretary

Mon Jun 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Carte Wealth Management

Financial Advisor

Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Experior Financial

Senior Financial Advisor

Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Truvisory Financial Services

Founder & Financial Planner

Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Montgomery Village Public School

Volunteer - Greening Committee

Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Ig Wealth Management

Consultant - Financial Services

Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Founder And Financial Advisor

Financial Advisor at The Consultants

Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Reliance Financial Distribution And Advisory Services

Senior Manager

Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Icici Prudential Life Insurance

Relationship Manager-Value Added Services

Fri Jun 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

Standard Chartered Bank

Associate Relationship Manager

Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)

Hdfc Bank

Assistant Manager

Wed Dec 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)

Icici Bank

Sales Executive

Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)

Procter And Gamble

Senior Sales Executive

Mon Oct 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)

Pharmed Limited Bangalore

Technical Sales Officer

Sun Oct 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

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