Banking Advisor
Jan 2024 - Jul 2024
AeroLeads people directory · profile
Mathi Mohan Email & Phone Number
Banking Advisor | Customer Success Manager | Sales Advisor | Customer Specialist | Data Analyst | Active Learner
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Role
Banking Advisor | Customer Success Manager | Sales Advisor | Customer Specialist | Data Analyst | Active Learner
Location
Milton, Ontario, Canada
Who is Mathi Mohan? Overview
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Quick answer
Mathi Mohan is listed as Banking Advisor | Customer Success Manager | Sales Advisor | Customer Specialist | Data Analyst | Active Learner based in Milton, Ontario, Canada. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Mathi Mohan.
Mathi Mohan previously worked as Banking Advisor at Teksystems and Customer Service Specialist at Optima. Mathi Mohan holds Canadian Investment Funds Course, Investments And Securities, A from Ifse Institute.
Company email context
Email format at fidelity.com
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{first}.{last}@fidelity.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mathi Mohan. Compare company email patterns before reaching out.
Profile bio
About Mathi Mohan
In customer-centric roles, I've honed issue resolution, improved satisfaction, and excelled in communication across various channels. My knack for data-driven process enhancement ensures operational efficiency. I'm well-prepared for roles that prioritize customer needs and excellence
Listed skills include Team Management, Corporate Finance, Market Research, Risk Management, and 3 others.
6 roles
Mathi Mohan work experience
A career timeline built from the work history available for this profile.
Customer Service Specialist
Nov 2022 - Aug 2023
Manager, Customer Success
Colour Wings Clothing
Handled client and maintained leads and closed sales.
Sep 2021 - Sep 2022
Customer Service Representative
Sep 2019 - Jun 2021
Customer Service Representative
Sep 2016 - Nov 2019
Associate Executive
Jun 2014 - Mar 2016
4 education records
Mathi Mohan education
Canadian Investment Funds Course, Investments And Securities, A
Master Of Business Administration - Mba, Marketing/Marketing Management, General, A
Bachelor Of Business Administration - Bba, Business Administration And Management, General, A
Vivekananda College
High School Diploma, Business/Commerce, General, A
Ps Matric
FAQ
Frequently asked questions about Mathi Mohan
Quick answers generated from the profile data available on this page.
What is Mathi Mohan's role at their current company?
Mathi Mohan is listed as Banking Advisor | Customer Success Manager | Sales Advisor | Customer Specialist | Data Analyst | Active Learner.
What is Mathi Mohan's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Mathi Mohan.
Where is Mathi Mohan based?
Mathi Mohan is based in Milton, Ontario, Canada.
What companies has Mathi Mohan worked for?
Mathi Mohan has worked for Teksystems, Optima, Colour Wings Clothing, Royal Sundaram General Insurance Co. Limited, and Groupon.
How can I contact Mathi Mohan?
You can use AeroLeads to view verified contact signals for Mathi Mohan, including work email, phone, and LinkedIn data when available.
What schools did Mathi Mohan attend?
Mathi Mohan holds Canadian Investment Funds Course, Investments And Securities, A from Ifse Institute.
What skills is Mathi Mohan known for?
Mathi Mohan is listed with skills including Team Management, Corporate Finance, Market Research, Risk Management, Finance, Financial Accounting, and Banking.
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