Shaurya Bhatnagar

Shaurya Bhatnagar Email and Phone Number

Financial Planning Lead @ Ameriprise Financial Services, LLC
Noida, UP, IN
Shaurya Bhatnagar's Location
Noida, Uttar Pradesh, India, India
Shaurya Bhatnagar's Contact Details

Shaurya Bhatnagar work email

Shaurya Bhatnagar personal email

n/a
About Shaurya Bhatnagar

Analyzing financial statements/data, evaluating and comparing financial position of client(s), Preparing budgets and drafting financial plan, formulating long-term and short-term goals for client(s) and suggesting means/ways to achieve those goals, recommending financial advice on asset and wealth management

Shaurya Bhatnagar's Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

View
Financial Planning Lead
Noida, UP, IN
Website:
ameriprise.com
Employees:
2
Shaurya Bhatnagar Work Experience Details
  • Ameriprise Financial Services, Llc
    Financial Planning Lead
    Ameriprise Financial Services, Llc
    Noida, Up, In
    View
  • Ameriprise Financial Services, Llc
    Financial Planning Lead
    Ameriprise Financial Services, Llc Feb 2024 - Present
    View
  • Ameriprise Financial Services, Llc
    Senior Financial Planning Analyst
    Ameriprise Financial Services, Llc Feb 2021 - Feb 2024
    Noida, Uttar Pradesh, India
    View
  • Ameriprise Financial Services, Llc
    Associate
    Ameriprise Financial Services, Llc Aug 2018 - Feb 2021
    Gurgaon, India
    View
  • Wns Global Services
    Sr.Associate
    Wns Global Services Jul 2016 - Aug 2018
    Gurgaon, India
    View
  • Nucleus Software
    Project Intern
    Nucleus Software Jul 2015 - Apr 2016
    Noida, Sector- 62
    Development of e learning software for various banks to train the employees to gain expertise in finance domain.- Financial content development in the software.
    View
  • Nucleus Software
    Live Project Intern
    Nucleus Software Jun 2015 - Jul 2015
    Noida, Sector- 62
    Undertook complete bottoms up analysis of banking industry of Australia and New Zealand to discover potential market for the software
    View
  • Nucleus Software
    Finance Intern
    Nucleus Software May 2015 - Jul 2015
    Noida, Sector-62
    Developed E learning modules and financial content for the training of non finance professionals.
    View

Shaurya Bhatnagar Skills

Powerpoint Teamwork Microsoft Word Microsoft Office Microsoft Excel Business Acumen

Shaurya Bhatnagar Education Details

Frequently Asked Questions about Shaurya Bhatnagar

What company does Shaurya Bhatnagar work for?

Shaurya Bhatnagar works for Ameriprise Financial Services, Llc

What is Shaurya Bhatnagar's role at the current company?

Shaurya Bhatnagar's current role is Financial Planning Lead.

What is Shaurya Bhatnagar's email address?

Shaurya Bhatnagar's email address is sh****@****are.com

What schools did Shaurya Bhatnagar attend?

Shaurya Bhatnagar attended Jaipuria Institute Of Management, Shivaji College, Delhi University, Cambridge Foundation School.

What are some of Shaurya Bhatnagar's interests?

Shaurya Bhatnagar has interest in Economic Empowerment, Education, Environment, Science And Technology, Animal Welfare, Health.

What skills is Shaurya Bhatnagar known for?

Shaurya Bhatnagar has skills like Powerpoint, Teamwork, Microsoft Word, Microsoft Office, Microsoft Excel, Business Acumen.

Who are Shaurya Bhatnagar's colleagues?

Shaurya Bhatnagar's colleagues are Jennifer Rozmenoski, Ambika Desole, Nicolas Gilliam, Apma™, Bfa™, Phil Johann, Sri Vidya, Michael Szalkiewicz, Kellye Blankenship.

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