Verified recordFinancial Services

Deepa Shrotri

Client Success Manager at Clearestate

Based in Mississauga, Canada

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Seniority

Staff

Department

Customer/Client Service

Location

Mississauga

Industry

Financial Services

Company size

81

Contact information

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Email

1 credit

d•••••••@clearestate.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Deepa Shrotri

Passionate to help clients with estate solutions during their most difficult time. Experience in Estates and Trust industry with a professional qualification of ETA (Estate and Trust Administration by Canadian Securities Institute). Proven skills of excellent client relationship building by achieving a great number of Trust Pilot reviews for excellent service; a high degree of accuracy and attention to detail with strong organizational skills. 3 Canadian certifications ETA ( Estates and Trust Administration ), IFIC( Investment Funds in Canada ) and CIFOC (Mutual Funds Operations)

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Deepa Shrotri Email & Phone Number @ Clearestate | Kipplo Discover