Rupi Randhawa

Rupi Randhawa Email and Phone Number

Senior Relationship Manager @ Aviso Wealth
Vancouver, BC, CA
Rupi Randhawa's Location
Vancouver, British Columbia, Canada, Canada
Rupi Randhawa's Contact Details

Rupi Randhawa personal email

Rupi Randhawa phone numbers

About Rupi Randhawa

Experienced Relationship Manager with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Mutual Funds, Business Relationship Management, Strategic Planning, and Social Media.

Rupi Randhawa's Current Company Details
Aviso Wealth

Aviso Wealth

View
Senior Relationship Manager
Vancouver, BC, CA
Website:
avisohq.com
Employees:
2
Rupi Randhawa Work Experience Details
  • Aviso Wealth
    Senior Relationship Manager
    Aviso Wealth
    Vancouver, Bc, Ca
    View
  • Aviso Wealth
    Senior Relationship Manager
    Aviso Wealth Oct 2019 - Present
    Vancouver, British Columbia, Canada
    View
  • Bbs Securities Inc.
    Relationship Manager
    Bbs Securities Inc. Feb 2018 - Sep 2019
    Toronto, Ontario, Canada
    • Building relationships with institutional clients (Portfolio Managers)• Liaise with other business units to seamlessly anticipate and resolve issues for clients
  • Joey Restaurant Group
    Guest Relations Manager
    Joey Restaurant Group Apr 2017 - Apr 2019
    Toronto, Canada Area
    • Recruitment of new staff• Responded to customer escalations
    View
  • Joey Restaurant Group
    Guest Service Manager
    Joey Restaurant Group Nov 2011 - Apr 2017
    Vancouver, Canada Area
    • Managed team members to provide exceptional customer service• Large event planning and execution
  • Raymond James
    Financial Services Assistant
    Raymond James Jun 2013 - Jul 2014
    Vancouver, Canada Area
    • Contract work for an independent financial planner• Performed administrative functions
    View
  • Koopik
    Social Media Manager
    Koopik Jul 2011 - Dec 2011
    Toronto, Canada Area
    • Drive social media content• Track online community engagement
  • Coast Capital Savings
    Investment Specialist
    Coast Capital Savings Aug 2003 - Jan 2011
    Surrey, Bc
    • Provided investment advice and products• Referred opportunities for lending and insurance needs
    View

Rupi Randhawa Skills

Wealth Management Banking Investments Social Media Retirement Planning Financial Analysis Strategic Planning Portfolio Management Strategic Financial Planning Financial Services Retail Banking Mutual Funds Relationship Management

Rupi Randhawa Education Details

  • University Of British Columbia
    University Of British Columbia
    Political Science
  • Ashton College
    Ashton College
    Elder Planning Counselor
  • Csi Global Education Inc
    Csi Global Education Inc
    Canadian Securities

Frequently Asked Questions about Rupi Randhawa

What company does Rupi Randhawa work for?

Rupi Randhawa works for Aviso Wealth

What is Rupi Randhawa's role at the current company?

Rupi Randhawa's current role is Senior Relationship Manager.

What is Rupi Randhawa's email address?

Rupi Randhawa's email address is ru****@****ail.com

What is Rupi Randhawa's direct phone number?

Rupi Randhawa's direct phone number is +164745*****

What schools did Rupi Randhawa attend?

Rupi Randhawa attended University Of British Columbia, Ashton College, Csi Global Education Inc.

What skills is Rupi Randhawa known for?

Rupi Randhawa has skills like Wealth Management, Banking, Investments, Social Media, Retirement Planning, Financial Analysis, Strategic Planning, Portfolio Management, Strategic Financial Planning, Financial Services, Retail Banking, Mutual Funds.

Who are Rupi Randhawa's colleagues?

Rupi Randhawa's colleagues are Rosie Kaur, Cole Wyatt, Mike Quirke, Cim, Dms, Fmva, Ba Econ, Diana Tu, Renu Chaudhry, Camille Li, Todd Thompson.

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