Adyta Raz
Client Services Associate @iA Private Wealth
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WORK HISTORY
Client Services Associate @iA Private Wealth
CA
EDUCATION
North South University
Bachelor of Business Administration - BBA, Marketing and International Business
Goodman School of Business at Brock University
Master of Business Administration - MBA, Business Analytics
ABOUT ADYTA RAZ
Hello LinkedIn World, I’m currently a Client Service Associate at iA Private Wealth, gaining hands-on experience in financial planning, client relations, and wealth management for High Net Worth Individuals. I also manage operations for a family-owned construction company in Northern Ontario. I hold an MBA in Business Analytics from Brock University and a BBA in Marketing and International Business. My background includes roles as a Project Manager in Singapore and Financial Data Analyst in Australia, strengthening my expertise in finance, data analytics, and strategic planning. I’m skilled in SQL, R, Python, Power BI, Tableau, Excel, and other analytical tools, using data to drive smarter financial decisions. Outside of work, I’m passionate about volunteering, research, music, fitness, and travel. My goal is to build a long-term career in Wealth Management, helping clients achieve financial success. Let’s connect and grow together in the world of finance!
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