Mansi Chokshi

Mansi Chokshi Email and Phone Number

I provide custom expert financial guidance to help you increase revenue, reduce costs, and boost savings | Contact me today for a consultation. @ Transamerica Financial Advisors, Inc.
st. petersburg, florida, united states
Mansi Chokshi's Location
Pittsburg, California, United States, United States
Mansi Chokshi's Contact Details

Mansi Chokshi work email

Mansi Chokshi personal email

n/a
About Mansi Chokshi

As a dedicated financial consultant focused on helping families and business owners achieve financial well-being. With 5+ years of experience, I leverage data-driven insights to identify opportunities and mitigate risks. Proficient in industry-leading tools, I provide comprehensive solutions tailored to your specific needs. My commitment to exceptional service ensures strong relationships and sustainable financial success.

Mansi Chokshi's Current Company Details
Transamerica Financial Advisors, Inc.

Transamerica Financial Advisors, Inc.

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I provide custom expert financial guidance to help you increase revenue, reduce costs, and boost savings | Contact me today for a consultation.
st. petersburg, florida, united states
Website:
tfaconnect.com
Employees:
1967
Mansi Chokshi Work Experience Details
  • Transamerica Financial Advisors, Inc.
    Licensed Financial Consultant
    Transamerica Financial Advisors, Inc. Nov 2024 - Present
    San Jose, California, United States
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  • Transamerica Financial Advisors, Inc.
    Financial Consultant Trainee
    Transamerica Financial Advisors, Inc. Aug 2024 - Present
    San Jose, California, United States
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  • 18 Week Support
    Financial Analyst
    18 Week Support Jan 2022 - Aug 2023
    London, England, United Kingdom
    Demonstrated expertise in reconciling accounts, cash flow analysis, and accrual calculations. Proficient in MS Dynamics 365 and Excel, with a strong ability to identify and resolve financial discrepancies. Successfully supported audit processes and collaborated with cross-functional teams to optimize financial operations. Demonstrated success in building strong manager, auditors and client relationships.
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  • H.U.M.A.N. - Help Unify Mankind And Nations
    Finance Intern
    H.U.M.A.N. - Help Unify Mankind And Nations Aug 2021 - Jan 2022
    Birmingham, England, United Kingdom
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  • Unique Financial Services Ltd
    Assistant Financial Specialist
    Unique Financial Services Ltd May 2019 - Aug 2020
    Dar Es Salaam, Tanzania
    Dealt with cash flows and financial statements of multinational clients namely Alliance FinanceCorporation of TATA Group and DOHWA Engineering Co. Ltd based in South Korea for variousgovernment projects in Tanzania and Zanzibar.

Mansi Chokshi Education Details

Frequently Asked Questions about Mansi Chokshi

What company does Mansi Chokshi work for?

Mansi Chokshi works for Transamerica Financial Advisors, Inc.

What is Mansi Chokshi's role at the current company?

Mansi Chokshi's current role is I provide custom expert financial guidance to help you increase revenue, reduce costs, and boost savings | Contact me today for a consultation..

What is Mansi Chokshi's email address?

Mansi Chokshi's email address is mc****@****ort.com

What schools did Mansi Chokshi attend?

Mansi Chokshi attended Brunel University London, University Of Derby.

Who are Mansi Chokshi's colleagues?

Mansi Chokshi's colleagues are David Pham, S Panda, Stacey Kruse, Ladislao Jorge Kalmar, Jennifer Goines, Bill Wostenberg, Rachel Mccarville.

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