Sandeep Gupta, Mba, Cfp, Clf, Chfc, Ricp, Cap, Clu, Cltc Email & Phone Number

Manhattan Beach, CA, US

Pier Point was born because our founders wanted to create something bigger than themselves, a firm that would stand the test of time and last well beyond their lifetimes. When Paul and Sandeep both found themselves serving clients in Downtown Los Angeles, they realized they shared more than just a grueling commute from the South Bay. They also shared a.

Milwaukee, WI, US

I found a career that I am passionate about because I am able to help people with their financial security. Many of us do not spend the time to carefully think about the best ways to provide for those that matter most in our lives whether in good times or bad times. I am here, with the full support of Northwestern Mutual, to have those discussions and.

Milwaukee, WI, US

As a Field Director and a Financial Advisor I now wear two hats. The first is to still help individuals and businesses plan their complete financial future. The second is help attract and develop other advisors to realize their potential with a career in financial services. It has offered me independence, personal/professional development, and financial.

• Solving all of life's problems with Excel.With Excel, I helped my clients organize, analyze, report, and manage the stresses of their personal and professional life. Some examples include:
• Building budgets for your family's 2013 expenses
• Figuring out how to split up expenses with friends
• Understanding customer data for new revenue opportunities
• Building a divisional P&L that rolls up into a consolidated income statementTime is the most important commodity, so why waste it. In Excel, "If you have to use the mouse, you are wasting time." If there's a pre-built.

El Segundo, CA, US

Manage a team of three analysts responsible for financial, marketing, & call center planning & analysis for Guthy-Renker's newly acquired US Tech Support business line. We market to customers directly both offline and online for PC optimization software complemented with remote PC support services provided by global call centers.

Los Angeles, CA, US

Ownership and development of business P&L model used in measuring profitability of business historically and to guide in planning, raising capital, and guidance to the public.Focused on delivering timely recommendations on financial and strategic needs for executive management through in-depth analysis of operational, marketing, product, and e-commerce data.

Irvine, CA, US

• Headed corporate finance activities such as determining payback period and cost/benefit analysis for capital budgeting.
• Conducted testing on the retail website to determine optimal order size, shipping revenue, order conversion, and shipping costs. Improved operating profits by over $1200/day or almost $438k/year.
• Reduced shipping expenses by $750k annually through intense negotiations with shipping carriers.
• Built a multi-factor gross profit pricing model in Excel to guide purchasing team to correctly bid for products based on street price and weight. Resulted in gross margins up by 12.6% beginning in Q1 2008.
• Built a Call Center scheduling model to optimize staff management. Thorough examination of call volumes and duration led to reduced call hold times by 18% and improved agent productivity of 10%.
• Increased 2008 revenue/catalog from $5.22 to $7.25 by conducting customer recency, frequency, and monetary tests.

Milwaukee, WI, US

• Managed $30 million of assets in mutual funds, bonds, stocks, ETFs, variable annuities, and variable life policies for 6 financial & wealth management advisors.
• Directly supervised two junior investment analysts and one assistant.
• Investment expertise helped grow advisors’ investment and insurance businesses by 48% and 267% in Q4 2006, respectively.
• Created an investment strategy utilizing qualitative and quantitative criteria to build portfolios for various risk tolerances.
• Determined optimal tax impact for investors in taxable, tax-deferred, and tax-free accounts
• Executed and monitored investment recommendations through the broker-dealer’s clearing platform, Pershing LLC

• Created IRR and cash on cash return models for 8 real estate development deals including a $55 million Walgreens project to maximize private investor return and reduce lender default risk.
• Prepared and participated in investor presentations for construction loans and private placement to high net worth investors.
• Performed due diligence of over 20 early to mid-stage ventures per month for investor suitability and financial soundness, the most by any analyst employed by the firm in its history.
• Built DCF and multiples based valuation models.

Provided high school math tutoring in subjects such as Algebra, Geometry, and Trigonometry.

Developed custom applications for data importing and exporting in Java & Perl.

Technical liason for west coast sales team providing expertise and product demos during sales presentations.

Mba, Finance & International Business

Mba, International Business

Ba, Computer Science