Rupreet Dhillon

Rupreet Dhillon Email and Phone Number

Advisor @ Protect Financial
King City, ON, CA
Rupreet Dhillon's Location
Brampton, Ontario, Canada, Canada
About Rupreet Dhillon

Hey! I'm a 4th Year university student majoring in Accounting with plans of acquiring the CPA designation. Alongside school, I currently have my OTL license which I acquired by passing the final exam with a passing rate of 75% or higher. I am currently employed with belairdirect in the Sales department. I remain committed to being a successful member of the team with future plans to work in the accounting department of Belairdirect or Intact. My interest and newly found passion is investing in financial markets. I keep track of the fundamental news around the instruments that I invest in. Learning and understanding the way that money is traded throughout the globe through futures, Derivatives, and CFDs is all very fascinating to me. I strive to become a successful analyst in the tough financial markets. Lastly, I am filled with gratitude at how much I have accomplished and am very ambitious for my future in 2023 and beyond.

Rupreet Dhillon's Current Company Details
Protect Financial

Protect Financial

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Advisor
King City, ON, CA
Employees:
7
Rupreet Dhillon Work Experience Details
  • Protect Financial
    Advisor
    Protect Financial
    King City, On, Ca
  • Belairdirect
    Sales Specialist
    Belairdirect Mar 2022 - Present
    North York, Ontario, Canada
    - Play a key role in providing the best possible protection for our clients' most valuable assets by advising them to make informed choices and answering their product questions.- Analyze customer needs, promote products and services and suggest choices and innovative solutions.- Guide auto and home customers on insurance solutions.- Contribute to the development and support of new initiatives by working closely with the brokerage network.
  • University Of Guelph Investment Fund
    Investment Advisor
    University Of Guelph Investment Fund Jan 2022 - May 2022
  • University Of Guelph Investment Fund
    Equity Pathfinder And Mentor
    University Of Guelph Investment Fund Oct 2021 - Jan 2022
  • Wellfort Community Health Services
    Social Services Counselor
    Wellfort Community Health Services Aug 2021 - May 2022
    Duties and Responsibilities- Assists leaders with maintaining various schedules and attendance requirements. - Schedule availability and reporting for associates, predictive scheduling, managing scheduling requests, associate availability reports, tracking shift patterns, rest breaks, and data entries.- Supporting a variety of site administrative work to include planning and supporting local community events.- As directed, supports store leadership by generating, distributing, and maintaining business related reporting.- Follows up with store leadership and associates and exception based activity to improve compliance.- Assist store leadership in the store clerical, administrative and transactional activities.
  • Dcm
    Finance Intern
    Dcm May 2021 - Mar 2022
    Brampton, Ontario, Canada
    - Support the monthly Sales forecasting process, month end analysis, compilation of Canadian CD balanced scorecard, and trade spend analysis- Prepare and maintain various reports that showcase customer performance metrics (including shares, - profitability, etc.)- Consolidate monthly Earn/ Spend report & Matrix for management review- Liaison with various account teams to understand invalid status and provide commentary/insights to team- Analyze monthly payments due and communicate updates to Key Account Managers (KAMs) for specific customer accounts- Assist with the Trade budgeting process: collecting Preferred Vendor estimates and provide review on key assumptions- Assist with required SAP Business Intelligence (BI) data pulls for different Customer P&Ls

Rupreet Dhillon Education Details

Frequently Asked Questions about Rupreet Dhillon

What company does Rupreet Dhillon work for?

Rupreet Dhillon works for Protect Financial

What is Rupreet Dhillon's role at the current company?

Rupreet Dhillon's current role is Advisor.

What schools did Rupreet Dhillon attend?

Rupreet Dhillon attended University Of Guelph, Harold M. Brathwaite Secondary School.

Who are Rupreet Dhillon's colleagues?

Rupreet Dhillon's colleagues are Stacey Resnick, Stacey Resnick, Todd Roberts, Cdpm, Jeremy S..

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