Yadwinder Singh

Background

About Yadwinder Singh

I carry with me five years of varied experience in the financial service industry in terms of preparing & analyzing financial statements and cash budgets, ratio and interest calculations, filing income tax returns. This includes working as a Relationship Manager, Corporate Banking with ICICI Bank, Universal Banker with Valley, Personal Banker with PNC Merchant Consultant With Universal, A Financial representative in North-western Mutual, CT, US, where I mastered Financial Planning and Insurance regulations while meeting with Clients, prepared Analytical reports, conducted Presentations, regular webinars, and seminars for financial planning. I possess Producer Life, Accident & Health Insurance License (State of CT). Furthermore, working as a financial analyst intern in Sumit Gulati & Associates helped me gain experience in various financial fields including the formulation of tax plans, income tax returns and effectively handling the financial complexities of clients. I further enriched my professional acumen while working with Rajesh Jain & Associates, where I was actively involved in preparing Cash flow statements, auditing, and investment strategies for the clients. I foresee myself growing in this sector and continuously improving and enriching my business analytical skills along with contributing positively towards my organization’s success and growth motives. Kindly find below a brief on my core competencies & professional strengths- ∙ I was able to effortlessly win new clients for my businesses as I believe I have strong convincing and personal engagement skills. ∙ In-depth understanding of financial terminologies and estate planning and retirement planning investments schemes like TFSA, RRSP, RESP, and others ∙ I am an avid learner, open to criticism and feedback that enables me in improving my persona individually and professionally