Manish Shah
Trustee @Isles, Inc.
New Hope, PA, US
EMAILS
m••••@isles.org
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2022 — Present
Trustee @Isles, Inc.
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SKILLS
Microsoft ExcelMergersPortfolio ManagementMergersRetirement PlanningProcess ImprovementNon-ProfitsEquitiesRisk ManagementFinancial ModelingCustomer ServiceFinancial AnalysisInvestmentsInsuranceFundraisingMarketing StrategyRetirementStrategic Financial PlanningStrategyProject ManagementFinancial ServicesStrategic PlanningLeadership DevelopmentSecuritiesPublic SpeakingCustomer SatisfactionDue DiligenceBusiness DevelopmentLeadershipWealth ManagementFinance
ABOUT MANISH SHAH
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