Bharvi D. Email & Phone Number
Who is Bharvi D.? Overview
A concise factual answer block for searchers comparing this professional profile.
Bharvi D. is listed as CAPM Candidate | PCO @ WWM at Worldsource Wealth Management, a with 219 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Bharvi D..
Bharvi D. previously worked as Operations Project Coordinator at Worldsource Wealth Management and Project Advisor at Desjardins. Bharvi D. holds Bachelor Of Commerce - Bcom, Marketing from York University.
Email format at Worldsource Wealth Management
This section adds company-level context without repeating Bharvi D.'s masked contact details.
Review company-level records connected to Bharvi D. before choosing the right outreach path.
About Bharvi D.
As a recent graduate with a background in marketing and business development, I am excited to pivot my skills towards a dynamic role as a Project Coordinator. Throughout my academic and professional journey, I've cultivated expertise in project management, communication, and problem-solving. Thriving in fast-paced environments, I excel at multitasking while upholding meticulous attention to detail. Now, I am enthusiastic about applying my experiences to drive timely and successful project completions. Actively seeking opportunities in Project Coordinator roles for recent graduates, particularly within the Insurance, Finance, or IT sectors.Professional Skills: Communication, Project Management, Adaptability, Time Management, Cross-Functional Collaboration, Strategic Thinking, Prioritization, Customer and Market Research, Attention to Detail, Resource Management, Change Management, Documentation, Stakeholder Management.Technical Skills: Database Management, Data Visualization, Time-to-Market Optimization, Automation, KPI and Metrics Tracking, Business Analytics, Agile Methodologies, Feasibility Study, Resource Allocation, Gantt Charts, Critical Path Method, Work Back Schedule.Tools and Software: HubSpot, Mailchimp, MS Projects, Jira, Asana, Power Automate, Tableau, Power BI, MS Excel, MS Dynamics
Bharvi D.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bharvi D. work experience
A career timeline built from the work history available for this profile.
Project Advisor
I worked alongside the Senior Product and Concepts Project Manager to streamline existing business processes to reduce project completion time by 12% and improve overall operational efficiency. Through automation tools and cross-function collaboration, we achieved a 25% reduction in turnaround time and increased stakeholder satisfaction. By utilizing data analysis and visualization tools, I was able to clearly communicate project progress, performance, and expectations during weekly meeting. On a continuous basis, I identified areas for process improvement to increase efficiency, which resulted in two new projects: database management and automating the accreditation process. The resource database comprised of 200+ internal and marketing resources and the accreditation process involved four teams, resulting in a 20% decrease in project cost and increase of 32% in response time, respectively. Tools: Microsoft Projects, Gantt Charts, WBS, PERT, Power BI, Power Automate, SharePoint
Project Coordinator
As a Project Coordinator, I overlooked several marketing initiatives and national launches, while continuing to produce marketing material for the sales team. I developed detailed marketing schedules outlining timelines, milestones, and dependencies and worked closely with the Marketing, Design, Product and Compliance team to ensure seamless collaboration. By organizing weekly meetings, I was able to track progress and generate reports, and conducted post-performance evaluations to measure the success.Tools: Mailchimp, Canva, Microsoft Suite, Adobe Creative Cloud, Social Media
Marketing And Business Development Intern
Over the course of my internship, I supported three teams under the Life, Health and Wealth Management division at Desjardins Insurance. For Product and Concepts Expertise team, I crafted compelling marketing and sales materials (email, flyers, brochures, presentations, online catalogues) to communicate product information and sales strategies. For the Best Practices team, I supported in producing playbooks and guides for Advisors, client-facing, and advisor-facing presentations, assisted on email marketing campaigns and event planning. For the Wholesaling team, I brainstormed sales campaigns, produced material to assist the campaigns, utilized analytics and feedback to refine marketing and developed impactful content for sales decks and one pagers that align with brand guidelines and ensured consistency. Tools: Microsoft Suite, Adobe Creative Cloud, Canva, Mailchimp, Marketo
Marketing Intern
Spearheaded multiple digital and social media marketing initiatives for an ed-tech non-profit organization aiming to share insightful learning through an innovative technology ecosystem by collaborating with well-acknowledged organizations and volunteers, globally. The digital marketing initiatives included re-evaluating and developing the corporate blog strategy on Medium, implemented post-campaign analytics on Mailchimp and social media, conducted A/B testing to optimize newsletters and emails, and produced content for social media. Rumie heavily relies on volunteers, so we created a rewards program to improve volunteer satisfaction.Tools: Social Media Analytics (Instagram, Facebook,LinkedIn), Google Analytics, Google Suite, Tableau, SAS
Sales Support Analyst
My day-to-day responsibilities included producing marketing materials, brainstorming campaign ideas, and updating social media and the company’s website with merchandise information. I conducted marketing research on various basis, including market segmentation, trend analysis, survey analysis, and consumer behaviour. I produced and maintained a sales dashboard to monitor KPIs, lead generation and used HubSpot analytics to track performance of active sales campaigns. To combine my interests in marketing and analytics, I managed a customer incentive program and conducted weekly performance and sales analytics.Tools: SQL, Sigma, Microsoft Office, Canva, HubSpot, Marketo, Statista, Tableau, Brandmap, Google Trends
Business Development Intern
Interning as a Sales Intern on the Business Development, Public Sector team, I assisted in market research and provided key insights and future opportunities. With the help of descriptive data analytics and organization tools, I produced an automated sales dashboard to track weekly lead generation, sales performance, and sales per product, region, sector and representative.
Colleagues at Worldsource Wealth Management
Other employees you can reach at worldsourcefinancial.com. View company contacts for 219 employees →
David Depner
Colleague at Worldsource Wealth ManagementMaple Ridge, British Columbia, Canada
View →
AC
Ashleigh Currie
Colleague at Worldsource Wealth ManagementToronto, Ontario, Canada
View →
BB
Brian Blundell, Cfp
Colleague at Worldsource Wealth ManagementGreater Vancouver Metropolitan Area, Canada
View →
JM
J'Nelle Murphy Cfp, Epc
Colleague at Worldsource Wealth ManagementGreater Vancouver Metropolitan Area, Canada
View →
EK
Eva Kwok
Colleague at Worldsource Wealth ManagementMarkham, Ontario, Canada
View →
NM
Natasa Morfesis
Colleague at Worldsource Wealth ManagementOntario, Canada
View →
LD
Louis Dimopoulos
Colleague at Worldsource Wealth ManagementAurora, Ontario, Canada
View →
SJ
Sterling J. Ross
Colleague at Worldsource Wealth ManagementGreater Toronto Area, Canada
View →
CL
Carine L.
Colleague at Worldsource Wealth ManagementGreater Toronto Area, Canada
View →
RM
Robin Mclaughlin
Colleague at Worldsource Wealth ManagementOttawa, Ontario, Canada
View →
Bharvi D. education
Frequently asked questions about Bharvi D.
Quick answers generated from the profile data available on this page.
What company does Bharvi D. work for?
Bharvi D. works for Worldsource Wealth Management.
What is Bharvi D.'s role at Worldsource Wealth Management?
Bharvi D. is listed as CAPM Candidate | PCO @ WWM at Worldsource Wealth Management.
Where is Bharvi D. based?
Bharvi D. is based in Toronto, Ontario, Canada while working with Worldsource Wealth Management.
What companies has Bharvi D. worked for?
Bharvi D. has worked for Worldsource Wealth Management, Desjardins, Rumie, Maxx Marketing, and Cdw Canada.
Who are Bharvi D.'s colleagues at Worldsource Wealth Management?
Bharvi D.'s colleagues at Worldsource Wealth Management include David Depner, Ashleigh Currie, Brian Blundell, Cfp, J'Nelle Murphy Cfp, Epc, and Eva Kwok.
How can I contact Bharvi D.?
You can use AeroLeads to view verified contact signals for Bharvi D. at Worldsource Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Bharvi D. attend?
Bharvi D. holds Bachelor Of Commerce - Bcom, Marketing from York University.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Bharvi D. you were looking for.
View similar profiles