Jaspreet Sethi

Jaspreet Sethi Email and Phone Number

Investor Relations Manager @ Blue Lake Capital
La Cañada Flintridge, CA, US
Jaspreet Sethi's Location
La Canada Flintridge, California, United States, United States
Jaspreet Sethi's Contact Details
About Jaspreet Sethi

Continuum Analytics is a real estate investment firm based in Long Beach, CA and we incorporate an opportunistic business model that relies on state of the art, data driven algorithms to determine asset valuations. We use technology and an innovative approach to acquire real estate, distressed assets and real estate secured loans. Our investor base consists of high net-worth individuals, family offices & institutional investors. Our objective is to acquire all property types at a discount, add sweat equity and maximize return in a short period (approximately 3-5 years). As we do a high number of deals, we are looking to build new relationships for new capital partners & investors. Jaspreet entered the financial services industry after attending University of California Los Angeles, where he earned a Bachelor’s in Philosophy and Economics. While working as a registered representative for an investment firm, he gained extensive experience in all facets of financial services: Investments, retirement, defined benefits plans(401(k)s, profit sharing plans, employee benefits), estate planning, insurance and cash management. Working with Continuum Analytics has been a great addition to his experience. By creating lifelong relationships with clients, he is able to understand their needs and do what is best for them. “Client’s first” is the philosophy he has always followed. He strives to always act with integrity and professionalism. He enjoys helping people get closer to their personal and financial goals. Jaspreet is very involved in the local community and is committed to selfless community service.

Jaspreet Sethi's Current Company Details
Blue Lake Capital

Blue Lake Capital

View
Investor Relations Manager
La Cañada Flintridge, CA, US
Employees:
12
Jaspreet Sethi Work Experience Details
  • Blue Lake Capital
    Investor Relations Manager
    Blue Lake Capital
    La Cañada Flintridge, Ca, Us
  • Continuum Analytics
    Director Of Operations And Client Relations
    Continuum Analytics
    La Cañada Flintridge, Ca, Us
  • Continuum Analytics
    Director Of Client Relations
    Continuum Analytics Nov 2017 - Present
    Newport Beach, California, United States
    Distressed Debt Real Estate InvestmentsExtensive knowledge and experience in purchasing distressed assets and handling foreclosuresSophisticated process to identify the right opportunities and buy themDiversified property types include: Commercial, SFR, Industrial, Hotels, Apartments, and LandContinuum Analytics, is a real estate investment firm based in Newport Beach, CA. We use technology and an innovative approach to acquire real estate, distressed assets and real estate secured loans. We incorporate an opportunistic business model that relies on state of the art, data driven algorithms to determine asset valuations. Our objective is to acquire all property types at a discount, add sweat equity and maximize return in a short period (approximately 3-5 years).
  • Continuum Consulting Group
    Registered Representative
    Continuum Consulting Group May 2017 - Nov 2017
    Irvine, Ca
    Jaspreet Singh SethiSenior Financial Planner, Continuum Consulting Group18400 Von Karman Ave, Suite 400, Irvine, CA 92612562-331-8206jaspreet.sethi@lfg.comwww.continuum-cg.comOur Mission: Guided by our “Clients First” philosophy, we cater to those interested in a deeply rooted relationship and guidance through all of life’s stages. A passion to help and better our community is at the very foundation of our firm. Our Vision:To guide our clients through the continuum of change as they pursue clarity and financial well-being.Our Core Values: Clients First -- We always put our clients first. We have conviction in what we do and the courage to get our clients to take action. We invest in long-term relationships with our clients, our business partners and our employees. Our primary purpose is to help our clients towards achieving their goals and vision.Jaspreet Sethi is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Jaspreet Sethi is securities licensed in California and Texas CRN-1873190-081517 Continuum Consulting Group is not an affiliate of Lincoln Financial Advisors Corp.
  • Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
    Registered Representative
    Transamerica Financial Advisors, Inc., Transamerica Financial Group Division Jan 2011 - May 2016
    Glendale, Ca
    ~ Experiences in wealth Strategies, retirement plans, estate preservation, IRA-funding, education funding and insurances. I take an “education first" approach to investing and wealth strategies.~ Manage a team of 10+ Licensed Financial Service Representatives. ~ Hire, train, and build a team of licensed associates to reach out to more families.~ Educate and help families by providing financial strategies.~ Financial Services, Retirement plans, Set up Education Funds.Experienced in 401ks, Annuities, Tax-advatanged Retirements, Annuities.
  • Pic N Go
    Manager
    Pic N Go Jun 2008 - Sep 2010
    Fresno, California Area
    · Managed finances and operations on a daily basis for all three stores.· Increased revenue by 15% by introducing new sales and marketing strategies.· Streamlined and reorganized inventory stocking to maximize efficiency.· Managed a team of 7-10 and implemented an employee satisfaction program to decrease turnover.· Created and implemented a two step hiring process to ensure trustworthy employees.· Installed and inventory scanning system and reduced petty theft by 75%.
  • University Of California Riverside Extension
    Technical Support
    University Of California Riverside Extension Jan 2008 - Jun 2008
    Riverside, Ca
    · Managed the technology requirements for online and live classes and ran classes at a 100% success rate.· Checked inventory at the end of each day and organized laptops, etc, for the next day.· Answered phone calls and handled all customer service requests.
  • Halloween Club
    Customer Service Representative
    Halloween Club Jul 2006 - Nov 2006
    Commerce, Ca
    · Interacted with customers to provide the most appropriate product according to their needs.· Led a team of five to implement changes in the mask department, thus increasing sales by 10%.· Managed store inventory and communicated with management to ensure efficient stocking and re-stocking as well as organization of products.
  • Cypress Engraving
    Customer Service Representative
    Cypress Engraving Aug 2005 - Jun 2006
    Los Alamitos, Ca
    · Created a warehouse work process to ensure accurate and efficient results.· Developed efficient operations processes for taking orders, shipping, and customer service.· Fulfilled orders manually by producing digital copies of the network and using the laser engraving and hot stamping machines.· Handled all administrative duties on a daily basis.

Jaspreet Sethi Skills

Business Planning Strategic Financial Planning Defined Contribution Plans Wealth Management Investments Retirement Employee Benefits Financial Services Fixed Annuities Finance Insurance Management Leadership Mutual Funds Marketing Leadership Development Life Insurance Small Business Entrepreneurship Long Term Care Public Speaking Business Strategy Business Event Planning Start Ups Sales Mergers And Acquisitions Financial Analysis Variable Annuities Risk Management Strategy Business Development Analysis Annuities Retirement Income Strategies Real Estate Investment Consulting Commercial Real Estate

Jaspreet Sethi Education Details

  • Ucla
    Philosophy And Economics
  • Los Alamitos High School
    Los Alamitos High School
    High School Diploma

Frequently Asked Questions about Jaspreet Sethi

What company does Jaspreet Sethi work for?

Jaspreet Sethi works for Blue Lake Capital

What is Jaspreet Sethi's role at the current company?

Jaspreet Sethi's current role is Investor Relations Manager.

What is Jaspreet Sethi's email address?

Jaspreet Sethi's email address is ja****@****ail.com

What is Jaspreet Sethi's direct phone number?

Jaspreet Sethi's direct phone number is +156233*****

What schools did Jaspreet Sethi attend?

Jaspreet Sethi attended Ucla, Los Alamitos High School.

What skills is Jaspreet Sethi known for?

Jaspreet Sethi has skills like Business Planning, Strategic Financial Planning, Defined Contribution Plans, Wealth Management, Investments, Retirement, Employee Benefits, Financial Services, Fixed Annuities, Finance, Insurance, Management.

Who are Jaspreet Sethi's colleagues?

Jaspreet Sethi's colleagues are Anubhav Malik.

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