Kuljit C. Email & Phone Number

San Diego, Ca, Us

San Diego, Ca, Us

San Diego County, California, United States

Atria Wealth Solutions, Inc. (“Atria”) is not a registered investment adviser (“RIA”) or broker-dealer and does not provide investment advice. Investment products, services, and advice are only provided through Atria broker-dealer and RIA subsidiaries. The views expressed here are those of Kuljit Chouhan and do not reflect those of Atria. Cadaret, Grant & Co., Inc. (“Cadaret Grant”), CUSO Financial Services, LP (“CUSO Financial”) (“CFS”), Grove Point Investments, LLC (“Grove Point”), NEXT Financial Group, Inc. (“NEXT Financial”) (“NEXT”), SCF Securities, Inc. (“SCF”), Sorrento Pacific Financial, LLC (“Sorrento Pacific”) (“SPF”) and Western International Securities, Inc. (“WIS”) are each registered broker-dealers (Members FINRA/SIPC). Cadaret Grant, CFS, Grove Point Advisors, LLC, NEXT, SCF Investment Advisors, Inc., SPF and WIS are each SEC Registered Investment Advisors. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Cadaret Grant, CFS, Grove Point Financial, LLC, NEXT, SCF, SCF Investment Advisors, Inc., SPF & WIS are subsidiaries of Atria

San Diego, California, United States

Digital Transformation Implementation: Assisted in identifying and implementing digital transformation strategies, increasing the automation of routine tasks by 25% and improving team output.Document Digitization: Digitized physical paperwork by transferring documents to Google Drive from 1990 to the present, reducing 20 boxes of documents while reviewing and disposing of unnecessary paperwork. Workshop Management: Efficiently manage workshops (Team Development, Conflict Resolution, Data organization) with up to 40+ attendees ranging from accounting and finance, administrative, and professionals.Workshop Development: Developed the outlines for the workshops by collaborating with a facilitator to ensure the smooth flow of the workshops and an excellent learning experience for the attendees.

Newark, California, United States

Customer Satisfaction: Delivered process improvement recommendations that increased customer satisfaction by 10%, focusing on service excellence and user experience enhancements.Operational Oversight: Oversaw the entire lifecycle of 200+ cell phones from procurements, refurbishment, and resale, driving operational efficiency. Partnership Negotiation: Negotiated partnerships with suppliers to source pre-owned electronics and expanded distribution channels through e-commerce platforms like eBay and Amazon.Team Development: Directed and developed a team of 3 employees, delivering training in technical repairs and sales strategies, achieving a 14% annual increase in revenue.CRM Software Utilization: Leveraged CRM software (Helpdesk) to streamline customer service, logistics, and financial management, optimizing labor costs, inventory levels, and operational budgets.Business Development: Proactively generate new business opportunities through targeted cold-calling and relationship-building meetings, resulting in a broader client base and enhanced market reach.

Menlo Park, California, United States

Process Improvement: Collaborated on cross-functional projects, identifying and streamlining inefficient processes, resulting in a 15% reduction in operational bottlenecks.Team Leadership: Led and trained teams of 6+ officers in daily operations and client orders, including data entries and company safety policies, and equipped officers with proper uniforms. Policy Enforcement: Enforced and upheld client-specific access control and confidentiality policies to ensure company safety.Data Documentation: Documented 100+ visitors and electronic data in Meta’s internal tool Workplace and monitored all security systems like TeamViewer and Workplace for management reasons.Emergency Response: Collaborated independently with clients to swiftly resolve urgent issues such as fires, medical emergencies, natural disasters, or security threats.

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Associate Of Science In Business Administration, Business Administration And Management, General

Education record