Shiva Gandhi
Experienced Client Servicing Officer @Aviso
Signup · Get unlimited contacts
WORK HISTORY
Experienced Client Servicing Officer @Aviso
Toronto, ON, CA
EDUCATION
Niagara College - Toronto
Post graduate diploma in International Business Management
Delhi University
Bachelor's degree
ABOUT SHIVA GANDHI
As a Client Servicing Officer at Aviso Wealth, I provide high-quality support and solutions to the firm\'s clients, advisors, and partners. I leverage my analytical skills, finance knowledge, and CFA Level II certification to understand the client\'s needs, goals, and preferences, and to deliver tailored and timely advice and recommendations.Before joining Aviso Wealth, I worked as a Financial Modelling Analyst at Daloopa, where I created and maintained financial models for various industries and sectors, using advanced Excel. I also contributed to the quality assurance and data validation processes, ensuring accuracy and reliability of the models. I have a Post graduate diploma in International Business Management from Niagara College - Toronto and a Bachelor\'s degree in Business/Commerce from Delhi University. My goal is to become a well-versed individual in the field of investments, and to continuously improve my skills and knowledge.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.