Name variants:
Sahil Jain
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 1, 2022
Email
sj**@gmail.com, sa**@asu.edu
Location
Los Angeles, CA
Company
Workplace
Operations Analyst
Long Beach, CA
Industry
Investment Management, Investment Advisors, Security Broker, Investment Advice
Colleagues
Work History
Operations Analyst
111 west Ocean Blvd SUITE 2300, Long Beach, CA 90802
from Jun 2019
Financial Planner
Charlotte, NC
Sahil Jain heads up Financial Planning at Stash Wealth. He is responsible for creating and executing a cutting edge experience for a generation who is used to thinking “Financial Planning is...
Oct 2018 — Feb 2019
Client Service Associate
3475 Lenox Rd northeast, Atlanta, GA 30326
Supported the Wealth Advisor in the management of the client relationship by helping maintain a client balance sheet, running performance reports, and attending meetings.
Served as our cli...
Jan 2018 — Sep 2018
Client Service Associate
270 Park Ave, New York, NY 10010
Catered to Ultra High Net Worth clientele ($10 million+) and provided excellent client service and flawless execution on client requests including security transfers, money movement, and re...
Aug 2017 — Dec 2017
Financial Services Professional
211 Main St, San Francisco, CA 94105
Engaging clients in discussions involving market conditions, trends and providing investment education, executing trades for clients, and general account maintenance.
Jan 2016 — May 2017
Education
2011 — 2015
Occupations
Analyst
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Planner
Analysts
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Skills
English
Hindi
Computer/Technical Literacy
Punjabi
Teamwork
Access
Powerpoint
Microsoft Excel
Microsoft Office
Data Analysis
Outlook
Training
FAQs about Sahil N Jain
What is the main profession of Sahil N Jain?
Sahil is a Operations Analyst.
What jobs is Sahil a professional at?
The expert is proficient at Analyst jobs.
Where does Sahil N Jain currently live?
The professional currently lives in Los Angeles, California.
Does Sahil have the email address?
sj**@gmail.com and sa**@asu.edu is Sahil N Jain's email address.
How many companies did Sahil N Jain work at?
The professional worked at five jobs.
Where has Sahil N Jain studied?
Sahil studied at the Arizona State University from 2011 to 2015.
Are there any professional certifications, that Sahil N Jain has?
This professional received the following certifications: Series 7, Series 63, and Series 65.
What languages does Sahil N Jain speak?
Sahil N Jain speaks English, Punjabi, and Hindi.