Name variants:
Prashanthi Sivasithamparam
Last updated Apr 24, 2024
Contact Information
Last Update
Jul 7, 2022
Email
pr**@northwesternmutual.com
Location
Charlotte, NC
Company
Workplace

Colleagues
Work History
Portfolio Analyst
5605 Carnegie Blvd, Charlotte, NC 28209
from Aug 2018
Account Administrator
600 Atlantic Ave, Boston, MA 02210
Middleton & Company is an independent investment counseling firm dedicated to providing objective advice and disciplined investment management to individuals, families, trusts, endowments, a...
Jun 2017 — Jul 2018
Student Intern
700 west Washington St, Indianapolis, IN 46204
Assisted upper management on various projects pertaining to athletic compliance, as well as day-to-day duties such as filing, scanning and delivering documents.
Jan 2016 — May 2017
Financial Representative
720 east Wisconsin Ave, Milwaukee, WI 53202
Guided clients through a financial planning process. After assessing clients’ needs, recommend and provide insurance and investment solutions to help meet their financial security goals.
B...
Apr 2016 — Jan 2017
Customer Service Representative
Boston, MA
Provided service to all customer calls.
Processed service requests and responds to inquiries regarding deposit accounts, consumer loans and online banking inquires.
Provided features and ...
May 2015 — Sep 2015
Financial Advising Intern
20 Park Plz SUITE 510, Boston, MA 02116
Developed a basic understanding of the operations of a registered investment advisory firm
Worked with the Treasurer to fully automate the production of a revenue run-rate analysis for ove...
Jun 2014 — Jan 2015
Education
2013 — 2017
2009 — 2013
Occupations
Analyst
Sales Specialist
Account Service Manager
Doctor
Psychologist
Analysts
Client Service Officer
Customer Service
Psychology Specialist
Skills
Leadership
Public Speaking
Research
Customer Service
Microsoft Excel
Project Management
Communication
Finance
Data Analysis
Wealth Management