Verified recordFinancial Services

Sheela Prasath

Stock Plan Consultant at Fidelity Investments

Based in Merrimack, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Merrimack

Industry

Financial Services

Company size

85K

Contact information

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Email

1 credit

s•••••••@fidelity.com

Phone

5 credits

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Background

About Sheela Prasath

10+ years of experience in retail banking where extensive customer service skills are critical and are utilized in establishing long-term relationships by meeting their financial needs. With effective communication, teamwork and leadership skills, I was able to contribute towards bank's business development. Exceeding the sales goals by recommending the right product and services that best fits with customer's needs.Partnering with lending officers and financial advisors to expand and strengthen customer's relationship. Coaching, mentoring and writing performance goals of new hires. Opening various types of accounts including IRA and trust accounts and taking in loan applications and closing various loans for businesses and customers. Ability to analyze financial data and make wise decisions considering the risks involved. I am an energetic, highly organized, goal oriented and quick learner. Actively looking for opportunities that are challenging towards career growth.

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Sheela Prasath Email & Phone Number @ Fidelity Investments | Kipplo Discover