Develops and maintains high standards of quality and issue resolution through effective strategies and planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships. Detail-oriented team player with strong organizational skills. Dependable candidate successful at managing multiple priorities with a positive attitude with a high degree of accuracy. Willingness to take on added responsibilities to meet team goals.
Hi, I’m
Sumpreet Warraich
Toronto,Ontario
Summary
Overview
7
years of professional experience
Work History
PrimericaVaughan, ON
Financial Analyst
03.2020 - Current
Job overview
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
SherWebMontreal, QC
Technical Support Team Leader
02.2017 - 03.2020
Job overview
- Mentored and guided employees to foster proper completion of assigned duties.
- Translated complex technical issues into digestible language for non-technical users.
- Collaborated with supervisors to escalate and address customer inquiries or technical issues.
- Promoted efficiency among departments with prompt resolution of system issues.
SherWebMontreal, QC
Technical Advisor
05.2016 - 02.2017
Job overview
- Assisted clients in identifying issues and explained solutions to restore service and functionality.
- Managed high levels of call flow and responded to all technical support needs.
- Collaborated with supervisors to escalate and address customer inquiries or technical issues.
- Used ticketing systems to manage and process support actions and requests.
Education
Lester B Pearson Vocational CollegeMontreal, QC
High School Diploma
04.2016
University Overview
Skills
- Financial Management
- Data Research and Analysis
- Certified Financial Planner
- Project Planning
- Trainer Mentoring
- Research Abilities
- Sales and Marketing
- MS Office Suite
Timeline
Financial Analyst
Primerica
03.2020 - Current
Technical Support Team Leader
SherWeb
02.2017 - 03.2020
Technical Advisor
SherWeb
05.2016 - 02.2017
Lester B Pearson Vocational College
High School Diploma
Similar Profiles
Ryan DaleyRyan Daley
Financial Advisor at PrimericaFinancial Advisor at Primerica
ALLYLICIA HARRISALLYLICIA HARRIS
FINANCIAL COACH at PrimericaFINANCIAL COACH at Primerica
Alexandra PersaudAlexandra Persaud
Regional Vice President at PrimericaRegional Vice President at Primerica
Demi SacoolasDemi Sacoolas
Custom Service Representative at PrimericaCustom Service Representative at Primerica
Mohit GoswamiMohit Goswami
Machine Learning Developer (Capstone Project) at D2AIMachine Learning Developer (Capstone Project) at D2AI