Pratik Mishra Email & Phone Number

Toronto, On, Ca

Greater Toronto Area, Canada

Toronto, 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.

London, 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.

Toronto, 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.

Master Of Science - Ms

Bachelor Of Commerce - Bcom

Education record