- Passionate about balancing physical health with mental and emotional wellness
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Personal Development and Self-Improvement
- Staying updated with the financial market by using Bloomberg
Anil Lalwani
Calgary
Summary
Personable and analytical with knack for providing insightful guidance and support. Understands core principles of advising and possesses strong communication and problem-solving skills. Committed to driving positive outcomes and fostering client success.
Overview
3
3
years of professional experience
Work History
Supplement Advisor
Supplement King
06.2023 - 09.2024
- Exceeded sales goals set by management by approximately 17%.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Assisted in managing inventory levels, accurately processing shipments, and restocking merchandise as needed.
- Handled high volume transactions during peak periods without compromising service quality or accuracy.
- Operated POS terminals and cash drawer balancing.
- Enhanced advisor skills and knowledge through continuous professional development program, elevating service quality.
Food Server
Raw by Robyn
09.2021 - 01.2023
- Followed food safety and sanitation guidelines to prevent foodborne illnesses and promote customer health and safety.
- Efficiently balanced multiple tasks, prioritizing responsibilities for optimal performance during busy shifts.
- Practiced good time management to deliver customers' prepared orders quickly and accurately.
Education
CFA Level 2 Candidate -
CFA Institute
08.2025
Bachelor of Business Administration - Finance (Financial Analysis), General Management, Marketing
MRU Bisset School of Business
Calgary, AB04.2024
Skills
- Analytical thinking
- Time management
- Critical thinking
- Written communication
- Financial analysis
- Microsoft Excel
- Investment research
- Financial statement analysis
- Financial modeling
- Portfolio management
- Team collaboration
- Effective multitasking
Educational Experience
- Securities Analysis and Valuation: Formed and worked in a group to research and analyze the common stock of a large publicly traded organization, including quantitative valuation of the company’s share using Excel. Conducted research using Bloomberg Terminal and Refinitiv utilizing quantitative and qualitative methodologies.
- Investments and Portfolio Management: Worked in teams to manage a portfolio worth $5 million, given the constraints and goals of the investors on StockTrak. Learned different investment instruments to hedge and mitigate systematic risk.
Interests
Timeline
Supplement Advisor
Supplement King
06.2023 - 09.2024
Food Server
Raw by Robyn
09.2021 - 01.2023
CFA Level 2 Candidate -
CFA Institute
Bachelor of Business Administration - Finance (Financial Analysis), General Management, Marketing
MRU Bisset School of Business
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