Kashish Sharma Email and Phone Number
Kashish Sharma work email
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Kashish Sharma personal email
Hello! I'm Kashish Sharma, a dedicated banker with a proven track record of client services and complex real estate lending solutions. With over 4 years in the financial services industry, I have honed my skills in lending, wealth management, financial advice, etc.Aside from my day job, I'm an ambitious entrepreneur, passionate about innovation and solving real-world problems, I am continuously working to sharpen my entrepreneurial skills and currently an entrepreneur in residence at founder institute.In my previous role as a Financial Advisor, I have guided clients in making wise investment choices, executed deals in various financial instruments, I've empowered clients with tailored investment plans, navigating an array of financial products like RESL, HELOC, LOC, and Mutual Funds. My advice is always rooted in a deep understanding of market trends and individual financial goals.Fluent in English, Hindi, Punjabi, and Urdu, I'm an effective communicator skilled at building and maintaining strong relationships with both clients and partners.I'm always looking to grow my personal and professional network. If you have any questions that I can help with, Feel free to connect via LinkedIn. Skills Highlights:EntrepreneurshipLendingTeam Performance & LeadershipWealth ManagementRisk AssessmentInvestment AdvisoryCustomer Relationship Management“The expert at anything was once a beginner.”- Helen Hayes
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Entrepreneur In ResidenceFounder InstituteToronto, On, Ca -
Entrepreneur In ResidenceFounder Institute Oct 2023 - PresentToronto, Ontario, CanadaWorking towards building a sustainable startup. The Founder Institute is renowned Silicon Valley based world's largest pre-seed startup accelerator, dedicated to assisting founders at the initial and idea stages of their ventures. FI’s alumni collectively raised an impressive $1.75 billion, a figure that reflects not just financial success, but the realization of many entrepreneurial dreams. The overall market value of these alumni companies, now at $30 billion, shows that the Institute does more than just start businesses; it fosters industry leaders.
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BankerBmo Nov 2022 - PresentToronto, Ontario, CanadaI am a closer, closing multi million dollar deals every month. I help fund people’s dream of owning assetsLead client discussions and present curated productsI carefully present options that fit perfectly with what each client needs.Establish and enhance the banks presence with the community (participation at trade shows, conferences and other related events. -
Financial Advisor (Fa)Td May 2022 - Nov 2022Mississauga, Ontario, CanadaAdvised and processed client’s RESL, HELOC, LOC, credit protection or personal loans deals.Advised and executed client’s investments in Mutual Funds, GIC’s, PPP’s and provided guidance on other money market products.Answered client questions about financial plans & strategies and gave elevated financial advice to help achieve their financial goals.Engaged with new and existing clients daily and proactively resolving or precenting banking or portfolio problems.Educated clients to ensure they understand how their money is being managed and monitored client portfolios. -
Ir AssociateSs&C Technologies Sep 2021 - May 2022Mississauga, Ontario, CanadaManaged multiple Private Equity and Hedge Fund Asset Managers with AUM of $2+ Bn.Processed investor capital activities in accordance with funds offering documents & in compliance with anti-money laundering (AML) regulations across jurisdiction. Handled investor enquiries while preparing and distributing various investor documents and statements while handling investor inquiries.Reviewed & approved investor tax documents in accordance with FATCA and CRS regulations. Processed Investor & fund manager money movement in accordance with wire transfer instructions.
Kashish Sharma Skills
Kashish Sharma Education Details
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Finance And Financial Management Services -
Apeejay SchoolBusiness/Commerce, General
Frequently Asked Questions about Kashish Sharma
What company does Kashish Sharma work for?
Kashish Sharma works for Founder Institute
What is Kashish Sharma's role at the current company?
Kashish Sharma's current role is Entrepreneur in Residence.
What is Kashish Sharma's email address?
Kashish Sharma's email address is ka****@****bmo.com
What schools did Kashish Sharma attend?
Kashish Sharma attended Seneca College, Apeejay School.
What skills is Kashish Sharma known for?
Kashish Sharma has skills like Customer Service, Microsoft Office, Leadership, Time Management, Team Leadership, Management, Microsoft Excel, Sales, Microsoft Word, Microsoft Powerpoint, Customer Satisfaction.
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Kashish Sharma
Social Media Strategist And Consultant | Marketing Analyst | Postgraduate In Digital And Content Marketing @Yorku | Postgraduate In Public Relations @YorkuNorth York, On -
Kashish Sharma
Certification In Applied Human Resource Management From University Of Manitoba.Winnipeg, Mb -
Kashish Sharma
Customer Experience Associate @ Td | Canadian Investment Funds Course (Cifc)Winnipeg, Mb
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