Naveed Shahhosseini
Client Services Analyst @Baker Street Advisors
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WORK HISTORY
Client Services Analyst @Baker Street Advisors
San Francisco, CA, US
As a Client Service Analyst, I support Ultra-High-Net-Worth clients across investment management, financial planning, and day-to-day account operations. My responsibilities include assisting with portfolio rebalancing, monitoring asset allocations, preparing planning materials and performance reports, and coordinating account onboarding and cash movement.I also help manage tax-related documentation, maintain CRM and custodial systems, and ensure seamless client service by working closely with advisors and the investment team. This role continues to strengthen my experience in wealth management, client communication, and long-term financial planning strategies.
EDUCATION
International Baccalaureate
IB Diploma Canidate
Los Angeles Pierce College
Associate's degree, Business Administration and Management, General
San Diego State University
Bachelor's degree, Finance, General
Irvine Valley College
Associate's degree, Business Administration and Management, General
Granada Hills Charter
High School Diploma, International Baccalaureate Program
ABOUT NAVEED SHAHHOSSEINI
I’m a Client Service Analyst at Baker Street Advisors, where I support ultra high-net-worth families across portfolio operations, financial planning, and client relationship management. I’m passionate about helping people make confident financial decisions and building long-term financial wellbeing.Previously, I studied Finance at SDSU, served as President of the Finance & Investment Society, and gained hands-on exposure in venture capital at University Growth Fund and treasury operations at Cetera Financial. I’m driven by continuous learning, giving back, and supporting others who are growing in their careers and financial lives.
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