Rohan Sagar Email & Phone Number

New York, NY, US

New York City Metropolitan Area

New York City Metropolitan Area

• Led research on complex investment strategies, estate planning vehicles and tax laws
• Developed client communication skills through training and client meetings
• Automated frequently occurring reporting processes through macros and coding

California, United States

• Utilized Money Guide Pro to complete a recommendation for a mock client using various investment vehicles and tax strategies
• Researched and produced a report on Intermediated Installment Sales Trusts and Charitable Remainder Trusts to prepare top producers for a leadership meeting with vendors
• Bridged the connection between the Wealth Management and Digital Banking departments to facilitate the production of EWB’s new wealth management app by communicating research findings on FINRA regulations

• Planned and executed marketing strategies to engage members across multiple platforms (Instagram, newsletters, email) which increased both Instagram following and engagement by over 300%
• Designed Instagram posts and marketing slides on Canva to attract new and current members to club events
• Advanced the club from a small club to being voted Top 3 Kelley Student Organizations of the Year through communication and collaboration with the executive team

Cary, North Carolina, United States

• Enhanced Tableau dashboards which tracked millions of assets to optimize performance and redesigned dashboards that tracked overtime earnings of employees across all locations and departments of Xerox
• Automated the migration of data from Salesforce to Snowflake, while collaborating with a team of five, to consolidate the number of platforms being used

Rochester, New York, United States

• Shadowed a personal financial advisor with more than 160 client groups and over $32 million in AUM and as a result, gained an interest in financial advising and wealth management careers
• Observed daily tasks and the process of reviewing a client’s case and determining a strategy to manage assets based on their goals, age, risk tolerance, and other market factors

Rochester, New York, United States

• Aided physical therapists with patient safety during therapy sessions, as a result, the PTs were able to focus on the patient's issues and patients were able to perform exercises without fear of reinjury
• Prepared and cleaned the necessary equipment to maximize efficiency and safety for nurses