Shabana Shah Email & Phone Number

Oakland, CA, US

Berkeley, California, United States

Chicago, Illinois

Oakland, CA

➢ Provided a high level of individualized, comprehensive services and investment strategies to client➢ Delivered presentations and create financial plans and proposals to prospective and current clients➢ Developed and implemented proactive campaigns to identify and prospect future clients➢ Marketed financial planning, investment strategy and product to.

Berkeley, California

➢Assisted the Operations Manager and Accountant with billing (e.g. handling and processing bills and invoices) ➢Processed and tracked HR paperwork for 200+ seasonal program employees as well as 20+ permanent staff ➢Helped to maintain, file, and track client paperwork ➢Worked within the CYES custom database (training provided) on data entry, data pull, and.

San Francisco, California

➢ Managed client information such as preparing reports, submitting and following up on necessary paperwork, and regularly updating CRM ➢ Filled out applications and wealth management agreements on behalf of clients and prospects with meticulous attention to detail ➢ Set up new accounts, executed asset transfers, and assisted clients in completing firm and.

San Francisco Bay Area

➢ Managed new account opening process and responsible for welcoming and setting up new clients ➢ Provided support for Client Service Reps and managing Partners ➢ Scheduled, prepared materials and followed up on all client meetings ➢ Client's main point of contact for all needs, trades and requests ➢ Planned and organized events for sales seminars and.

San Francisco Bay Area

➢ Responsible for client’s correspondence with the IRS ➢ Calculated, input and assembled client tax returns for both individuals and corporations ➢ Maintained corporate clients bookkeeping (i.e. bank reconciliations)

Menlo Park, CA

➢ Built personalized financial reports for clients including statement of assets and liabilities, statement of cash flows, allocation of assets and present value analysis ➢ Worked with clients and their CPAs for tax planning and quarterly tax payments ➢ Calculated the cost basis for any given account ➢ Processed Quarterly Reports personalized for a.

Modesto, California Area

➢ Assisted in daily activities, which included accommodating clients and financial services