Roshan Muniandy Email & Phone Number

St John’S, Newfoundland And Labrador, Canada

o I research market trends and assist with the development of investment plans in collaboration with the wealth management advisors using systems like Morningstar Advisoro I analyze financial statements and market trends, while compiling reports for the wealth management advisor and clients while ensuring investment recommendations are suitable and align with client’s financial goals, financial plans, objectives, risk tolerance and adhering to regulatory policies by staying up to date with all industry rulings and policieso I effectively communicate complex financial information to clients with a range of $500 to $2 Million in investable assetso I support Wealth Management Advisors with both conventional and digital marketing programs, including the development, approval, implementation and supporting practices to ensure administrative processes are streamlined

St John’S, Newfoundland And Labrador, Canada

o I establish strong client relationships by providing support in all financial transactions for investment accounts using strong product knowledge.o I prepared, verify and reconciled reports on Wealth Management accounts, ensuring compliance standards set by MFDA are rigorously met.o I perform relevant duties such as reviewing trading activities and facilitating financial planning activities for Wealth Management Advisors, reconciling account balance and data, made material changes to existing accounts as needed and other daily service support tasks.

St John’S, Newfoundland And Labrador, Canada

o Supervised up to 40 special-needs students at a time, maintaining quality educational services during exam periods.o Trained invigilators-to-be with maintaining confidentiality, responding to students with special needs, and in creating a safe and inclusive exam environment.o Liaised with senior university officials, including department heads and deans, to identify and coordinate timely communications between stakeholders.

Subang Jaya, Selangor, Malaysia

o Liaised with management officials of 10 multi-national companies to perform preliminary reviews of existing administrative practices, identify and assess gaps in service, and propose economic, attainable, and inclusive solutions to achieve optimum membership satisfaction and drive impactful results to senior administration.o Assisted in the organization of multiple Occupational Safety and Health (OSHA) / Social Security Organization (SOCSO) conferences with a typical audience of 60+, coordinating logistics such as securing venues, catering, and travel arrangements, as well as handling communication needs for both internal and external stakeholders.

Business Administration And Management, General

American Degree Transfer Program, Business Administration And Management, General

American Degree Transfer Program, Business Administration And Management, General