Pj (Prabhjot) Sekhon Email & Phone Number
@freestonecapital.com
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Who is Pj (Prabhjot) Sekhon? Overview
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Pj (Prabhjot) Sekhon is listed as Senior Associate Client Service at Freestone Capital Management, a company with 127 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at freestonecapital.com and a matched LinkedIn profile for Pj (Prabhjot) Sekhon.
Pj (Prabhjot) Sekhon previously worked as Associate at Freestone Capital Management and Franchise Investment Advisor at Sekhon Franchise Development. Pj (Prabhjot) Sekhon holds Bachelor Of Arts (B.A.), Economics With A Minor In Finance, 3.4 from University Of California San Diego.
Email format at Freestone Capital Management
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AeroLeads found 1 current-domain work email signal for Pj (Prabhjot) Sekhon. Compare company email patterns before reaching out.
About Pj (Prabhjot) Sekhon
I am currently a Client Associate at Freestone Capital Management and CFA Level III candidate. I support portfolio management, financial planning, and client success for clients. My background in operations management and my CFA Level I/II gives me a diverse perspective that allows me to develop comprehensive financial plans. In addition, I identify inefficiencies and take the initiative to improve workflows so that my team can focus on value added tasks. My experience as a franchise advisor has given me deep insights into business operations, real estate, and cash flow analysis. Some notable highlights from my work experience include:·
Pj (Prabhjot) Sekhon's current company
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Pj (Prabhjot) Sekhon work experience
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Associate
CurrentFreestone is an independent wealth advisor to select high-net-worth families and institutions with offices in Washington and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com.
Franchise Investment Advisor
- Provided investment advice and assistance for 3 business owners on new investment opportunities for franchise investment portfolio expansion, resulting in 6 franchise locations totaling $1.8M in acquisition costs
- Researched and analyzed franchise disclosure documents, site locations, and strategy, enabling franchise purchase eligibility for 2 clients, leading to franchise owner breaking even in 8 months, and achieving.
General Manager & Analyst
- Partnered with ownership to manage new locations (training, operational strategy), analyzed suitable locations for investment, and conducted market research, decreasing expenses by 33% and saving $600K+ on annual costs
- Managed 2 locations with combined annual revenue of $2.4M+ annually and optimized operations to enhance efficiency, leading to resale of both locations for a total of $1.2M
- Researched and analyzed demographic data to identify ideal consumers, neighborhoods, and buying trends to target the highest potential locations across 5counties, achieving $6.4M in annual revenue across 6 locations
- Assisted with creation of 3-statement financial projections and key performance indicator (KPI) analysis to assist management in predicting performance, enhancing deal flow and saving 14-18 hours on operations
Colleagues at Freestone Capital Management
Other employees you can reach at freestonecapital.com. View company contacts for 127 employees →
Becca Anderson
Colleague at Freestone Capital Management
Greater Seattle Area, United States
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MT
Matt Tigert, Cima®
Colleague at Freestone Capital Management
Seattle, Washington, United States, United States
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KC
Kasten Caniford
Colleague at Freestone Capital Management
Seattle, Washington, United States, United States
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RC
Robb Carter
Colleague at Freestone Capital Management
Fall City, Washington, United States, United States
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HW
Hayden Wieck, Cfa, Caia
Colleague at Freestone Capital Management
Greater Seattle Area, United States
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TC
Teddy Cosgrove
Colleague at Freestone Capital Management
Seattle, Washington, United States, United States
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TB
Tricia Baca
Colleague at Freestone Capital Management
Phoenix, Arizona, United States, United States
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EA
Elizabeth Andrew
Colleague at Freestone Capital Management
Seattle, Washington, United States, United States
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AS
Aaron Sellsted
Colleague at Freestone Capital Management
Seattle, Washington, United States, United States
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CO
Christopher Odem
Colleague at Freestone Capital Management
Bellevue, Washington, United States, United States
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Pj (Prabhjot) Sekhon education
Frequently asked questions about Pj (Prabhjot) Sekhon
Quick answers generated from the profile data available on this page.
What company does Pj (Prabhjot) Sekhon work for?
Pj (Prabhjot) Sekhon works for Freestone Capital Management.
What is Pj (Prabhjot) Sekhon's role at Freestone Capital Management?
Pj (Prabhjot) Sekhon is listed as Senior Associate Client Service at Freestone Capital Management.
What is Pj (Prabhjot) Sekhon's email address?
AeroLeads has found 1 work email signal at @freestonecapital.com for Pj (Prabhjot) Sekhon at Freestone Capital Management.
Where is Pj (Prabhjot) Sekhon based?
Pj (Prabhjot) Sekhon is based in Seattle, Washington, United States while working with Freestone Capital Management.
What companies has Pj (Prabhjot) Sekhon worked for?
Pj (Prabhjot) Sekhon has worked for Freestone Capital Management and Sekhon Franchise Development.
Who are Pj (Prabhjot) Sekhon's colleagues at Freestone Capital Management?
Pj (Prabhjot) Sekhon's colleagues at Freestone Capital Management include Becca Anderson, Matt Tigert, Cima®, Kasten Caniford, Robb Carter, and Hayden Wieck, Cfa, Caia.
How can I contact Pj (Prabhjot) Sekhon?
You can use AeroLeads to view verified contact signals for Pj (Prabhjot) Sekhon at Freestone Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Pj (Prabhjot) Sekhon attend?
Pj (Prabhjot) Sekhon holds Bachelor Of Arts (B.A.), Economics With A Minor In Finance, 3.4 from University Of California San Diego.
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