Sanj Nalwa
Saratoga
Summary
I graduated from UC Berkeley with a degree in Economics, and have since been managing a OBGYN practice in San Jose, CA (https://www.mamababyobgyn.com/).
Many of our customers are recent immigrants who, knowing my background in Economics, have requested my advice with managing their wealth. In doing so, this led me to explore a possible career in financial advising.
I have taken the SIE and Series 66, and would like to work under a broker dealer so I may help people manage their finances.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Office Manager
Mama Baby Ob-gyn
01.2017 - Current
- Oversaw hiring and payroll for all employees
- Developed defined benefit plan for the owner and defined contribution plans for employees
- Modernize patient acquisition
- Profits increased by 30% since taking over as management
- Acquired government loans for the business
- Launched quality practices for each phase of development
Education
Bachelor of Arts - Economics And English
University of California, Berkeley
Berkeley, CA01-2018
Skills
- Developed defined benefit and defined contribution plans for employees
- Directed hiring and payroll for employees
- Directly oversaw the medical billing
- Directly oversaw bookkeeping
Certification
SIE certificate
Series 66 certificate
Timeline
Office Manager
Mama Baby Ob-gyn
01.2017 - Current
SIE certificate
Series 66 certificate
Bachelor of Arts - Economics And English
University of California, Berkeley
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