Ravi Gupta
Financial Planner @Envision Financial
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WORK HISTORY
Financial Planner @Envision Financial
Langley, BC, CA
EDUCATION
Vancouver Island University
Master of Business Administration - MBA, Accounting and Business/Management
Kurukshetra University (KUK)
Bachelor of Commerce (BCom), commerce
Indian Institute of Planning and Management
Post Graduate Diploma in Planning and Entrepreneurship, Accounting and Finance
Hindu Senior Secondary School
intermediate, Commerce
International Management Institute, Brussels (Belgium)
Master of Business Administration - MBA, Finance, General
ABOUT RAVI GUPTA
Experienced Relationship Manager, Certified Financial Planner (CFP) and Key Portfolio Manager with a demonstrated history of working in the banking industry for over a decade. Skilled in Portfolio Management, Business Relationship Management, Banking, Sales, and Business Development. Strong finance professional with a Master’s degree in business specialising in finance, and a post graduate diploma in planning & entrepreneurship with a vast understanding of Finance & Marketing.
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