Dilraj Jawanda

Corporate Consultant | Recruiter

Role
Corporate Consultant at Aegon Asset Management
Location
Everett, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Dilraj Jawanda

Dilraj helps develop, coordinate and implement plans designed to increase existing…

Experience

  1. Corporate Consultant

    Aegon Asset Management

    Dec 2022 — Present

    Helping affluent clients with a combination of financial advisory services,Providing and conducting an financial needs analysis Using a consultative process, To help attain information about the client’s wants and specific situation, Then creating a well structured personalized strategy using a wide range of financial products and services.Range of services - Investment advice- Estate planning- Accounting- Retirement - Tax services

Education

  • Washington State University

    Bachelor of Architecture - BArch, Construction Engineering

    2018 — 2019

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Dilraj Jawanda — Corporate Consultant at Aegon Asset Management in Everett, WA, US | Unifers