Manpreet Chatha

* Provided specialized financial planning support for clients with diverse portfolios and individual needs.
* Managed over 200+ new recruits as well as lead and trained a team of 20+ licensed insurance agents.
* Drafted comprehensive financial plan to offer recommendations and supporting data.
* Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
* Increased customer satisfaction by resolving issues.
* Led projects and analyzed data to identify opportunities for improvement.
* Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other
information needed to develop financial plan.

• Helped discuss the growth and vision for the Volleyball Club as a board member
• Looked at the monetary value needed for future projections to create sustainable careers for long term employees
• Coached youth athletes from age 6-18 from beginner to advance
• Led a rep boys team from U16-U18 finishing with a gold medal and Canada Volleyball Nationals.

• Worked in factories and helped with the distribution for major corporations to meet their shipping needs
• Physically working in assembly line and being apart of a strong system.