Pratik Mishra work email
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Pratik Mishra personal email
Performance-oriented investment professional with a strongtrack record of achieving client objectives in global markets in Strategic Wealth Management.Main areas of expertise : General Wealth Management, Investments, Family Offices, External Asset Managers, Ultra High Net Worth Individuals (UHNWI).
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MovoToronto, On, Ca
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Senior AssociateRbc Dominion Securities Jan 2023 - PresentGreater Toronto Area, Canada -
Financial Planning Associate IiTd May 2022 - Jan 2023Toronto, Ontario, Canada• Provided a high level of dedicated client contact service and sales support to Senior Financial Planners (SFPs) with over $150 million in assets.• Executed trades, currency exchange, cash movement, mutual fund, and GIC purchases for the clients, taking ownership of each transaction; ensured account maintenance, operations and escalations were resolved promptly.• Provided and presented investment data analytics and modeling for meetings, monthly focus meetings to support investment strategy, and subsequent model changes. -
Investment Banking AssociateBeryllus Capital Jul 2021 - Oct 2021London, England, United Kingdom• Helped prepare a $150MM high yield debt offering of senior secured notes in collaboration with business development of a semi-conductor large-cap company to grow in emerging countries.• Led research and marketing materials preparation for execution for $50MM asset-based loan for $6B U.K mass cloud storage company.• Collaborated on pitch presentations to two top-tier logistic companies in Asia; conducted industry analysis and competitive analysis and prepared management recommendations on business strategies. -
Business Development AssociateZky Services May 2019 - Jan 2020Toronto, Canada Area• Identified contacts in 150 enterprise and strategic accounts, resulting in 200 meetings with Director and -C-Suite level executives, which led to additional sales of $180,000 in months.• Execution of detailed market research and financial analysis to accurately determine key business trends and growth divers within defined regions of operations. This enabled stronger decision-making through expert presentations of analysis results to senior management.• Provided business support as directed to the Senior Product Strategists on the team in the purist of strategy and business growth.
Pratik Mishra Skills
Pratik Mishra Education Details
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Master Of Science - Ms -
Bachelor Of Commerce - Bcom
Frequently Asked Questions about Pratik Mishra
What company does Pratik Mishra work for?
Pratik Mishra works for Movo
What is Pratik Mishra's role at the current company?
Pratik Mishra's current role is DiFi | Web3.
What is Pratik Mishra's email address?
Pratik Mishra's email address is pr****@****rbc.com
What schools did Pratik Mishra attend?
Pratik Mishra attended City, University Of London, Humber College, Humber College.
What are some of Pratik Mishra's interests?
Pratik Mishra has interest in Social Services, Children, Politics, Education, Poverty Alleviation, Animal Welfare, Health.
What skills is Pratik Mishra known for?
Pratik Mishra has skills like Communication, Problem Solving, Marketing, Leadership, Social Media, Time Management, Marketing Strategy, Entrepreneurship, Research, Event Marketing Strategy, Marketing Communications, Microsoft Office.
Not the Pratik Mishra you were looking for?
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Pratik Mishra
Civil Engineer | Postgraduate Student In Construction Project Management | Seeking Entry-Level OpportunitiesNorth York, On -
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Pratik Mishra
Mainframe Developer | Lead Consultant | Wealth Management Technology (Morgan Stanley) | Banking And Financial Domain Expert | Capital Market | Insurance | Cobol | Db2 And Distributed Db SmeSingapore
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