Bharvi D.
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Bharvi D. Email & Phone Number

CAPM Candidate | PCO @ WWM at Worldsource Wealth Management
Location: Toronto, Ontario, Canada 7 work roles 1 school
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Role
CAPM Candidate | PCO @ WWM
Location
Toronto, Ontario, Canada
Company size

Who is Bharvi D.? Overview

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Quick answer

Bharvi D. is listed as CAPM Candidate | PCO @ WWM at Worldsource Wealth Management, a company 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.

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Worldsource Wealth Management

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Profile bio

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

Current workplace

Bharvi D.'s current company

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Worldsource Wealth Management
Worldsource Wealth Management
CAPM Candidate | PCO @ WWM
markham, ontario, canada
Employees
219
AeroLeads page
7 roles

Bharvi D. work experience

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Project Advisor

Toronto, Ontario, Canada

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.

May 2022 - May 2023

Project Coordinator

Toronto, Ontario, Canada

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..

Jan 2022 - May 2022

Marketing And Business Development Intern

Toronto, Ontario, Canada

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.

Oct 2020 - Jan 2022

Marketing Intern

Toronto, Ontario, Canada

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.

Jul 2020 - Aug 2020

Sales Support Analyst

Toronto, Ontario, Canada

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.

Oct 2019 - Dec 2019

Business Development Intern

Etobicoke, Ontario

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.

Jul 2019 - Aug 2019
Team & coworkers

Colleagues at Worldsource Wealth Management

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1 education record

Bharvi D. education

FAQ

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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 Sandy Bielas, Jonathan Parpatt, Cfp®, Kara Day, Cfp®, Clu®, Epc™, Sindy Park Koh, and Erica Giansante.

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.

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