Rahul Coelho Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

I managed a portfolio of 250+ high net worth client families with $200M+ assets under management. Provided comprehensive, personalized financial planning and wealth management advice by preparing new financial plans and building on existing ones for different client goals at different life stages including education, home ownership, real estate expansion.

Toronto, Canada Area

Toronto, Canada Area

St. Catharines, Niagara Region

-Worked in the event marketing department-Assisted in developing and implementing marketing strategies to promote events via traditional and social media means-Fostered online communications by working through different social media platforms-Created and designed graphics to be used as promotional material for monthly events-Published press releases and.

Burlington, Ontario

-Maintained fast and efficient checkout service to hundreds of customers weekly to serve as many as possible-Provided quality customer service by clarifying any customer inquiries on groceries and store policies at the checkout-Upsold multiple Walmart MasterCard’s at the register to various customers checking out daily-Helped raise money for various.