Isha Nagar
Wealth Management Advisor Investment & Insurance Manager at Crs Financial Wealth Management
Based in Surrey, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Surrey
Industry
Investment Management
Company size
4
Contact information
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i•••••••@crsfinancial.ca
Phone
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Background
About Isha Nagar
At CRS Financial Wealth Management, the watchwords are client service excellence and unwavering regulatory compliance. Our team ensures these standards by managing a robust Records Management Program and stepping in for senior advisors to maintain operational continuity seamlessly. My role is underpinned by expertise in policy development and project management, enabling the organization to navigate complex tasks with precision. Through my recent experiences, I have refined a skill set that prioritizes operational optimization and fosters enduring client relationships.
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