Sanjey Sureshkumar

Background

About Sanjey Sureshkumar

As a finance professional with a passion for financial planning and investments, I am dedicated to helping individuals and businesses achieve their financial goals. My diverse background includes a BSc Hons in Applied Accounting from Oxford Brookes University, coupled with over two years of experience at WNS, where I developed a strong foundation in accounting entries and cycles, financial management, and financial modelling. Currently, I am furthering my expertise through studies in finance, while actively engaging in the equity and crypto markets. These ventures have allowed me to self-teach and apply my knowledge of fundamental and technical analysis, enriching my practical understanding of financial markets. My professional journey includes two years at BMO Financial Group, where I served as a Teller, Personal Banking Associate, and Personal Banker. In these roles, I honed my skills in building positive customer and business relationships, and provided tailored financial solutions to both individual and business clients. My responsibilities ranged from assisting with everyday banking needs to offering strategic advice on investments and lending. In addition to my financial acumen, my experience as a peer mentor and customer service representative at Sheridan has sharpened my ability to build rapport and foster trust. I am a team player with a strong background in sales, retail banking, and investments, committed to delivering exceptional service and driving financial success for my clients.