Abhishek Ghosh, Mba (Finance)

Abhishek Ghosh, Mba (Finance) Email and Phone Number

Financial Advisor at ATB Wealth @ ATB Wealth
Abhishek Ghosh, Mba (Finance)'s Location
Edmonton, Alberta, Canada, Canada
Abhishek Ghosh, Mba (Finance)'s Contact Details

Abhishek Ghosh, Mba (Finance) work email

Abhishek Ghosh, Mba (Finance) personal email

About Abhishek Ghosh, Mba (Finance)

Abhishek Ghosh, a seasoned financial advisor fluent in English, Hindi, and Bengali, proudly serves Edmonton's diverse community. With an MBA specializing in Finance from the University of Alberta, he guides families towards stress-free retirements. Known for reliability and authenticity, Abhishek builds trust-based relationships.A fervent advocate for financial literacy, Abhishek ensures clients grasp prudent investing habits, witnessing their enhanced net worth. He invests time understanding clients' lifestyles, crafting bespoke plans for desired quality of life. In his secure office space, clients openly discuss financial concerns. Abhishek excels in comprehensive financial planning, covering budgeting, investing, retirement, estate, and tax planning.Beyond work, Abhishek refines artistic skills, reads, cooks gourmet meals, and maintains fitness through workouts and swimming. Quality time with his canine companion and annual road trips to Vancouver enhance his personal experiences.

Abhishek Ghosh, Mba (Finance)'s Current Company Details
ATB Wealth

Atb Wealth

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Financial Advisor at ATB Wealth
Abhishek Ghosh, Mba (Finance) Work Experience Details
  • Atb Wealth
    Financial Advisor
    Atb Wealth Jan 2021 - Present
    Edmonton, Alberta, Canada
  • Atb Wealth
    Financial Advisor
    Atb Wealth Jun 2018 - Jan 2021
    Calgary, Canada Area
    • Helped Albertans by providing them holistic financial advice regarding their investment needs• Created deep working relationships with my branch partners to generate new business• Provided coaching EFS sales partners in Edmonton to identify and create new sales opportunities• Found success by helping clients understand their own life goals, and translate them into a financial timeline• Recognized as the top performer for the year 2019-2020• Won the FY20 Client Obsession and Growth Recognition Program Reward
  • Atb Financial
    Personal Banker
    Atb Financial May 2016 - Jun 2018
    Edmonton, Canada Area
    • Assist clients by providing them financial advice regarding their everyday banking needs• Consistently meeting and exceeding professional sales target• Provide clients with the appropriate investment advice, and connect them with branch’s investment advisor. Referred potential clients worth more than $10M • Help clients with secured and unsecured lending needs• Secured membership of BNI group to generate more business for our branch from different communities across Edmonton and Sherwood Park• Assist with branch compliance report
  • Atb Financial
    Business Development Advisor - Intern
    Atb Financial May 2015 - May 2016
    Edmonton, Canada Area
    • Expanded ATB's business on University campus by spreading more awareness via presentations and events about ATB’s student-friendly services• Built relationships with incoming international students at the University of Alberta, and created new sales opportunities for branch associates• Planned and executed the Junior ATB program at the Rabbit Hill branch for Archbishop MacNeal School
  • Tata Consultancy Services
    Business Analyst
    Tata Consultancy Services May 2012 - Jul 2014
    Mumbai Area, India
    • Was a team leader of application development team consisting of 5 members• Responsible for new application developed on SharePoint 2013 and Project Server 2015• Oversaw migration of existing client projects from SharePoint 2007 to SharePoint 2013 platform
  • Tata Consultancy Services
    System Analyst
    Tata Consultancy Services Mar 2010 - Apr 2012
    Mumbai Area, India
    • Assumed the role of SME (Subject Matter Expert) and the lead consultant for SharePoint 2010, Microsoft Project Server and Microsoft SQL Server Reporting Services (SSRS) technologies as per client’s technological requirement within a short period of induction• Worked on website databases using SQL and MYSQL• Primarily responsible for developing and provided maintenance support for extranet and intranet websites for clients using SharePoint

Abhishek Ghosh, Mba (Finance) Skills

Team Leadership Leadership Business Analysis Public Speaking Requirements Analysis Business Development Project Management Ssrs Teamwork Microsoft Sql Server Microsoft Office Personal Banking Microsoft Office Sharepoint Server Finance Pl/sql Retail Banking Microsoft Project Professional Javascript Financial Planning Sales Customer Service Management Google Suite

Abhishek Ghosh, Mba (Finance) Education Details

Frequently Asked Questions about Abhishek Ghosh, Mba (Finance)

What company does Abhishek Ghosh, Mba (Finance) work for?

Abhishek Ghosh, Mba (Finance) works for Atb Wealth

What is Abhishek Ghosh, Mba (Finance)'s role at the current company?

Abhishek Ghosh, Mba (Finance)'s current role is Financial Advisor at ATB Wealth.

What is Abhishek Ghosh, Mba (Finance)'s email address?

Abhishek Ghosh, Mba (Finance)'s email address is jo****@****ail.com

What schools did Abhishek Ghosh, Mba (Finance) attend?

Abhishek Ghosh, Mba (Finance) attended University Of Alberta, University Of Mumbai, Canadian Securities Institute.

What are some of Abhishek Ghosh, Mba (Finance)'s interests?

Abhishek Ghosh, Mba (Finance) has interest in Social Services, Children, Environment, Education, Poverty Alleviation, Animal Welfare.

What skills is Abhishek Ghosh, Mba (Finance) known for?

Abhishek Ghosh, Mba (Finance) has skills like Team Leadership, Leadership, Business Analysis, Public Speaking, Requirements Analysis, Business Development, Project Management, Ssrs, Teamwork, Microsoft Sql Server, Microsoft Office, Personal Banking.

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