Disha Soni

Disha Soni Email and Phone Number

Member @ Federation of Women Empowerment and Support (FOWES)
Laval, QC, CA
Disha Soni's Location
Laval, Quebec, Canada, Canada
Disha Soni's Contact Details

Disha Soni work email

Disha Soni personal email

About Disha Soni

I help my clients feel confident about their financial future.With over a decade of experience in the financial industry, I have the skills and knowledge to provide appropriate solutions and trustworthy advice to meet their needs and goals. I help my investors plan their financial future, and then feel confident about it. With this peace of mind, they can focus more on family, career, retirement, and other areas of life that are important.You work hard for your money! When you're ready to make your money work hard for you too, contact me at 514 897-6280 or disha.soni@manulifewealth.ca

Disha Soni's Current Company Details
Federation of Women Empowerment and Support (FOWES)

Federation Of Women Empowerment And Support (Fowes)

View
Member
Laval, QC, CA
Website:
fowes.org
Employees:
4
Disha Soni Work Experience Details
  • Federation Of Women Empowerment And Support (Fowes)
    Member
    Federation Of Women Empowerment And Support (Fowes)
    Laval, Qc, Ca
    View
  • Manulife Wealth
    Associate Investment Advisor
    Manulife Wealth Feb 2024 - Present
    Montreal, Quebec, Canada
    View
  • Sun Life
    Advisor
    Sun Life Jul 2022 - Feb 2024
    Ottawa, Ontario, Canada
    I help and educate clients about achieving financial security. My goal is making sure my clients are not worried about finances at any stage of their life by providing appropriate solutions and trustworthy advice.
    View
  • Citi
    Assistant Vice President
    Citi Mar 2019 - Sep 2021
    Frankfurt Am Main, Hesse, Germany
    Responsible for supervising and submitting of the Capital Adequacy, Large Exposure and Leverage reports in accordance with CRR. Assist CFO and Regulatory Head to maintain Capital as required by regulators by providing in-depth analysis and strategies. Reviewed and submit 15 Local German Statistical and Prudential regulatory reports on a monthly basis.Managed the process of German Regulatory reporting including planning of resources, setting SLA with technology teams and guiding junior level employees.
    View
  • Citi
    Manager
    Citi Jun 2015 - Mar 2019
    Mumbai Area, India
    Responsible automating of LCR Delegated Act and ALMM from Access based processing to a systemic process in RegInsight. This involved carrying out the entire User acceptance testing (UAT) for the new system and ensuring the reports generated are accurate.Responsible for preparation and submission of all CRDIV regulatory liquidity reports i.e. Liquidity Coverage Ratio (LCR), Net Stable Funding Ratio (NSFR), Additional Liquidity Monitoring Metrics (ALMM) and Asset Encumbrance (AE) for Citi’s biggest broker dealer entity in EMEA.
    View
  • Citi
    Assistant Manager
    Citi Dec 2012 - May 2015
    Mumbai
    Preparation of all liquidity related PRA returns for the main UK regulated entities. Preparing supporting analytical for review and sign off meetings, ownership of clearance of review points, reconciliation of the Returns prepared to the source systems and also to the Balance sheet.Assisting with planning for reporting cycles, submitting into the PRA reporting system Gabriel.
    View
  • Credit Suisse
    Financial Analyst
    Credit Suisse Jan 2011 - Dec 2012
    Pune, India
    Preparation of all liquidity related PRA returns for the main UK regulated entities of Credit Suisse. Preparing supporting analytical for review and sign off meetings, ownership of clearance of review points, reconciliation of the Returns prepared to the source systems and also to the Balance sheet. Assisting with planning for reporting cycles, submitting into the PRA reporting system Gabriel.
    View
  • Nisco Group Of Companies
    Assistant Accountant
    Nisco Group Of Companies Jul 2010 - Sep 2010
    Lusaka, Zambia
    VAT taxation and Book keeping
  • Macadams Baking Systems
    Assistant Accountant
    Macadams Baking Systems Aug 2009 - Oct 2009
    Lusaka, Zambia
    Invoicing and book keeping.

Disha Soni Skills

Banking Fsa Financial Accounting Corporate Finance Financial Reporting Investment Banking Financial Analysis Accounting Financial Modeling Derivatives Auditing Business Analysis Management Finance

Disha Soni Education Details

Frequently Asked Questions about Disha Soni

What company does Disha Soni work for?

Disha Soni works for Federation Of Women Empowerment And Support (Fowes)

What is Disha Soni's role at the current company?

Disha Soni's current role is Member.

What is Disha Soni's email address?

Disha Soni's email address is di****@****ail.com

What schools did Disha Soni attend?

Disha Soni attended Acca, Oxford Brookes University, Cfa Institute.

What skills is Disha Soni known for?

Disha Soni has skills like Banking, Fsa, Financial Accounting, Corporate Finance, Financial Reporting, Investment Banking, Financial Analysis, Accounting, Financial Modeling, Derivatives, Auditing, Business Analysis.

Not the Disha Soni you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.