Mridul Manas

Background

About Mridul Manas

Mridul (He/Him) is a recent UBC graduate (BA Economics '24) pursuing the licensed associate-track in Private Wealth Management (PWM) and practicing as a Client Services Associate at RGF Integrated Wealth Management - The Vera Vlaovich Team. He is an alumnus of Waterford UWCSA, the first non-racial private boarding school established in Southern Africa (est. 1963) and a long-standing partner of the global United World Colleges (UWC) movement. Mridul's Core Skills and Competencies: • Client Management & Execution — Delivered complex projects for diverse clients with precision, speed, and high service quality under tight deadlines. • Research & Due Diligence — Conducted data-driven analysis from multiple sources to support strategic decisions and investment-grade recommendations. • Product & Service Design — Developed client-facing solutions focused on clarity, usability, and long-term value. • Operational Adaptability — Quickly adapted to new systems and market contexts to maintain high performance in fast-paced environments. • Technical Expertise — Skilled in Excel (PowerPivot, DAX, Solver), CRM analytics, Microsoft Power Platform, and statistical programming (R, Python, Julia, STATA). Mridul's Certifications & Professional Education: • IATP 90-Day Training, Conduct & Practices Handbook, and Wealth Management Essentials – In Progress, Expected Jan. 2026 • Canadian Securities Course – Completed Nov. 2024 • Financial Planning & Wealth Management Certificate (CFI) – Completed Nov. 2024 • Corporate Banking & Credit Analyst (CFI) – Completed Jul.