Shreya S
Marketing Director @Transamerica Financial Advisors, Inc.
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WORK HISTORY
Marketing Director @Transamerica Financial Advisors, Inc.
Winnipeg, MB, CA
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
University of Manitoba
Bachelor of Arts - BA, Economics and Management
International College of Manitoba (ICM)
Bachelor of Arts - BA
ABOUT SHREYA S
In order to provide financial literacy to all Americans and Canadians in an…
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