Disha Soni Email & Phone Number
@citi.com
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Who is Disha Soni? Overview
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Disha Soni is listed as Member at Federation of Women Empowerment and Support (FOWES), a company with 4 employees, based in Laval, Quebec, Canada. AeroLeads shows a work email signal at citi.com and a matched LinkedIn profile for Disha Soni.
Disha Soni previously worked as Associate Investment Advisor at Manulife Wealth and Advisor at Sun Life. Disha Soni holds Association Of Chartered Certified Accountants (Acca Affiliate), Accounts from Acca.
Email format at Federation of Women Empowerment and Support (FOWES)
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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
Listed skills include Banking, Fsa, Financial Accounting, Corporate Finance, and 10 others.
Disha Soni's current company
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Disha Soni work experience
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Associate Investment Advisor
Current
Advisor
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.
Assistant Vice President
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.
Manager
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.
Assistant Manager
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.
Financial Analyst
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.
Assistant Accountant
VAT taxation and Book keeping
Assistant Accountant
Invoicing and book keeping.
Disha Soni education
Association Of Chartered Certified Accountants (Acca Affiliate), Accounts
Bsc In Applied Accounting
Cfa Level 1
Frequently asked questions about Disha Soni
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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 Federation of Women Empowerment and Support (FOWES)?
Disha Soni is listed as Member at Federation of Women Empowerment and Support (FOWES).
What is Disha Soni's email address?
AeroLeads has found 1 work email signal at @citi.com for Disha Soni at Federation of Women Empowerment and Support (FOWES).
Where is Disha Soni based?
Disha Soni is based in Laval, Quebec, Canada while working with Federation of Women Empowerment and Support (FOWES).
What companies has Disha Soni worked for?
Disha Soni has worked for Federation Of Women Empowerment And Support (Fowes), Manulife Wealth, Sun Life, Citi, and Credit Suisse.
How can I contact Disha Soni?
You can use AeroLeads to view verified contact signals for Disha Soni at Federation of Women Empowerment and Support (FOWES), including work email, phone, and LinkedIn data when available.
What schools did Disha Soni attend?
Disha Soni holds Association Of Chartered Certified Accountants (Acca Affiliate), Accounts from Acca.
What skills is Disha Soni known for?
Disha Soni is listed with skills including Banking, Fsa, Financial Accounting, Corporate Finance, Financial Reporting, Investment Banking, Financial Analysis, and Accounting.
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