Eshwar Mohan

Eshwar Mohan Email and Phone Number

Client Services Specialist at Questrade Financial Group | CFA Level I Candidate | Fintech | Actor @ Questrade Financial Group
Calgary, AB, CA
Eshwar Mohan's Location
Calgary, Alberta, Canada, Canada
About Eshwar Mohan

The energy was electric, green figures whistled across screens, and the echoes of bells rang furiously. Swimming alongside a sea of brokers, Wall Streets trading floor felt alive with its unremitting circulation of information. Fascinated by the real story behind the numbers, my trip to the New York Stock Exchange confirmed my natural inclination for researching, analyzing, and predicting macroeconomic trends. Simultaneously, in 2008, the swift demise of Lehman Brothers and its rippling ramifications of foreclosures taught me that integrity should never be eclipsed by financial opportunity. Embracing this core value helped navigate difficult situations as a campaign strategist, collaborative team player, and CFA Program candidate.

Eshwar Mohan's Current Company Details
Questrade Financial Group

Questrade Financial Group

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Client Services Specialist at Questrade Financial Group | CFA Level I Candidate | Fintech | Actor
Calgary, AB, CA
Website:
questrade.com
Employees:
1841
Eshwar Mohan Work Experience Details
  • Questrade Financial Group
    Questrade Financial Group
    Calgary, Ab, Ca
  • Questrade Financial Group
    Client Services Specialist
    Questrade Financial Group Sep 2024 - Present
    Calgary, Alberta, Canada
  • Atb Financial
    Everyday Banking Advisor 3
    Atb Financial Nov 2021 - May 2023
    Calgary, Alberta, Canada
    Improved client experience by actively listening with empathy, engaging in curious inquiry, taking ownership, and leveraging in-depth product knowledge to address client needs. Delivered strategic client advisory services across general banking, creating opportunities for customers with Mastercard and various financial domains, including online banking, loan maintenance, and investment/mortgage servicing. Maintained existing client accounts by meticulously documenting client interactions and ensuring timely issue resolution through feedback, escalation, service tickets, and banking tasks.Collaborated cross-functionally with team members across various departments, including Online/Mastercard Fraud, Banking/Wire Operations, Global Transfers, and Business Banking to provide optimal client care. Successfully coached, supported, and oriented a new cohort of 10 ATB team members during a rigorous nine-week hands-on training program as an Everyday Banking Ambassador.
  • O'Rien Studios
    Actor
    O'Rien Studios Sep 2019 - Nov 2021
    Calgary, Alberta, Canada
    🚀 Exclusive Partner of Dissolve🥇 Most Organically Viewed Election Advert for Green Party of Canada (2019) (43,000 Views)🥇 Most Organically Viewed Campaign Cinematic for the Alberta Party (2019) (62,000 Views)🥇 Reached #1 Trending Worldwide on #PublicHealth Promotional Video with Dr. Sajjad Fazel📈 90,000+ views for 2019 Alberta Provincial Election across Social Media📈 70,000+ views for 2019 Canadian Federal Election across Social Media🌐 1st 100% Authentic Cree Political Cinematic in Canadian HistoryCollaborations With ☟► Alberta Party ◄► City of Calgary ◄► Everyone's Canada◄► Turko & Associates ◄► Green Party of Canada ◄► World Economic Forum ◄► Canadian Club of Calgary◄► Mikisew Cree First Nation◄► Stardale Women's Group◄Created visual content opportunities from businesses that enhanced brand identity for small business clients. Sourced, explored, and analyzed multiple locations to support creative designs and environments for filming. Demonstrated expertise and versatility in filming projects such as stock footage, commercials, and trailers.
  • Cine Branding
    Executive Producer
    Cine Branding Jun 2020 - Aug 2021
    Calgary, Alberta, Canada
    Emerging out of the depths an entirely authentic storytelling process, Cine Branding ©️ harmonizes striking archetypal motifs, premium sound scapes, and sweeping musical scores for an engaging cinematic experience that propels your personal brand to new heights.
  • Vienna Relations
    Business Analyst
    Vienna Relations Jul 2019 - Feb 2020
    Calgary, Alberta, Canada
    A co-collective of innovative communication strategists, visual artists, and data scientists in Western Canada that work to electrify a brand’s energy with full spectrum psychology. Powered via insight driven research, captivating cinematics, and advanced marketing intelligence, our campaigns aim to foster positive consumer experiences by leveraging unconscious archetypal architectures. Grounded with a conscientious culture of humanistic principles, our methods help position your unique selling proposition, overcome relational barriers, and ignite conversations within an intensely competitive landscape.Key Contributions:• Enhanced customer service experiences by dynamically communicating, building rapport, and collaboratively identifying solutions that met small business client needs• Recommended acute strategic alternatives for 360 business analysis. • Conducted financial analysis to extrapolate resource inefficiencies in expenditure accounts. • Transformed financial data into integrative visualizations in Microsoft Power BI for the purposes of executive decision making.• Boosted brand identity by uncovering strategic insights from the integration of business and psychological analysis.
  • Alberta Party
    Campaign Strategist
    Alberta Party Feb 2019 - Apr 2019
    Calgary, Alberta, Canada
    Constructed multi-layered data models in Microsoft Excel. Examined campaign data to gain insight, optimize and improve social media metrics. Administered large volume sensitive data with adherence to confidentiality of constituents. Produced consistent regional recommendations for the ground campaign via multi-level data analysis. Fostered community engagement with constituents by actively addressing their needs and providing a motivated focus on the right solutions. Analyzed, prioritized, and recommended innovative resolutions to rapidly emerging political problems.
  • Southern Alberta Institute Of Technology (Sait)
    Co - Team Lead Integrated Capstone Pilot
    Southern Alberta Institute Of Technology (Sait) Jan 2019 - Apr 2019
    Calgary, Alberta, Canada
    Demonstrated the ability to collaborate and effectively work with subject specialists from other fields. Implemented a robust stakeholder engagement strategy for the project sponsor (SAITSA). Constructed, audited, and executed primary research methods to extrapolate target market data for marketing purposes. Researched materials and performed supply chain analysis to optimize vertical integration of proposed student/client services. Produced high-low costs estimates by providing discounted cash flow analysis relative to the cost of capital.Key Contribution: Produced a multi-functional display hub prototype through SAIT’s ARIS facility via 3D printing technology.

Eshwar Mohan Skills

Financial Analysis Strategic Management Data Analysis Business Intelligence Investment Analysis Bloomberg Terminal Microsoft Power Bi Microsoft Excel Microsoft Project Microsoft Office Microsoft Powerpoint Microsoft Word Cross Functional Collaboration Teamwork Stakeholder Engagement Adaptable Communication Flexibility Primary Research Time Management Research Equity Research Probelm Solving Critical Thinking Organization Skills Multitasking Client Focused Customer Focused Digital Literacy Detail Oriented Self Starter Problem Solving Skilled Multi Tasker Data Entry Entj Leveraging Technology To Build Operational Excellence Service Oriented Banking Solutions Excellent Verbal And Written Skills

Eshwar Mohan Education Details

Frequently Asked Questions about Eshwar Mohan

What company does Eshwar Mohan work for?

Eshwar Mohan works for Questrade Financial Group

What is Eshwar Mohan's role at the current company?

Eshwar Mohan's current role is Client Services Specialist at Questrade Financial Group | CFA Level I Candidate | Fintech | Actor.

What schools did Eshwar Mohan attend?

Eshwar Mohan attended Southern Alberta Institute Of Technology (Sait).

What skills is Eshwar Mohan known for?

Eshwar Mohan has skills like Financial Analysis, Strategic Management, Data Analysis, Business Intelligence, Investment Analysis, Bloomberg Terminal, Microsoft Power Bi, Microsoft Excel, Microsoft Project, Microsoft Office, Microsoft Powerpoint, Microsoft Word.

Who are Eshwar Mohan's colleagues?

Eshwar Mohan's colleagues are Marco Langer, Amsal Hurrani, Mark Salemi, Nicole Bayley, Caia, Paulo Palácio, Arielle Shkoury, Ury Glozshtein.

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