Kartik P

Kartik P Email and Phone Number

Financial Planner @ Servus Credit Union
Edmonton, AB, CA
Kartik P's Location
Canada, Canada
About Kartik P

Hey there, I’m Kartik🙋🏽‍♂️I'm a Financial Advisor who nerds out on anything related to money! Investing and keeping myself updated with the financial markets is my passion, while in my spare time I love to read up on the latest technologies and trends the world has to offer.Some of my professional highlights include:✨Advising high net-worth individuals at Servus Credit Union on being tax efficient while maximizing investment returns.✨Building a sales strategy at Best Buy that increased revenue by 5%.✨Receiving an award for providing the best customer experience, from a group of 500+ employees at Best Buy.Technical Skills: MS Office Suite, Python programming, Excel (VBA)Soft skills: Public speaking, Leadership

Kartik P's Current Company Details
Servus Credit Union

Servus Credit Union

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Financial Planner
Edmonton, AB, CA
Website:
servus.ca
Employees:
2083
Kartik P Work Experience Details
  • Servus Credit Union
    Financial Planner
    Servus Credit Union
    Edmonton, Ab, Ca
    View
  • Servus Credit Union
    Senior Financial Advisor
    Servus Credit Union Nov 2023 - Present
    Canada
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  • Servus Credit Union
    Financial Advisor
    Servus Credit Union Nov 2021 - Oct 2023
    Edmonton, Alberta, Canada
    - As a Financial Advisor, helped advise members on amplifying their returns while minimizing taxable income.- Contributed to the growth of the firm by 8% by capturing more wallet share from existing clients.- Outpaced yearly targets by 200%, within the first 6 months.
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  • Best Buy
    Team Lead Elite Sales
    Best Buy Aug 2021 - Nov 2021
    Edmonton, Alberta, Canada
    - Capitalized on excellent customer service by supplying customers with information on a broad range of enquiries.- Spearheaded a team of 5 high performing members and achieved a 5% growth in revenue within the first 3 months.- Maximized sales and contributed 20% to the store’s overall revenue.
    View
  • Best Buy
    Sales Advisor
    Best Buy Aug 2015 - Aug 2021
    Edmonton, Alberta, Canada
    - Mentored and educated co-workers on novel Apple products as part of the Apple Master’s program.- Participated in the Future Leaders program to identify how financial documents were used to make business decisions at the store level.
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  • Great Clips
    Business Consultant
    Great Clips May 2020 - Dec 2020
    - Analyzed financial data to provide meaningful insights into trends and marketing strategies and contributed to 6% growth of the business.- Leveraged financial techniques and built key performance indicator (KPI) reports to assist in tracking business metrics at the location level.

Kartik P Education Details

Frequently Asked Questions about Kartik P

What company does Kartik P work for?

Kartik P works for Servus Credit Union

What is Kartik P's role at the current company?

Kartik P's current role is Financial Planner.

What schools did Kartik P attend?

Kartik P attended University Of Alberta.

Who are Kartik P's colleagues?

Kartik P's colleagues are Angie Gauthier, Aarohi Patel, Kylie Null, Roanna Pare, Kathryn Hindmarsh, Renish Zalawadia, Duc Nguyen.

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