Shreya S
Marketing Director @Transamerica
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WORK HISTORY
Marketing Director @Transamerica
Helping 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- Retirement - Tax services
EDUCATION
University of Manitoba
Bachelor of Arts - BA, Business/Managerial Economics
ABOUT SHREYA S
I am a dedicated professional with diverse experience spanning financial advisory, employee benefits administration, client relations, and team leadership. Currently working as a Wealth Management Advisor at Transamerica, I specialize in creating personalized financial strategies through needs analysis, guiding clients with services in investments, retirement, estate planning, and tax solutions. My background as an Account Administrator at People Corporation strengthened my expertise in managing multi-employer group benefits, premium reconciliations, audits, and member support. Earlier roles as a Shift Supervisor at Wendy’s and Operations Specialist at SkipTheDishes sharpened my leadership, customer service, conflict resolution, and operational management skills. I also gained valuable academic support experience as a Student Office Assistant at the University of Manitoba, where I worked on course accessibility, copyright compliance, and transfer credit research. With strong analytical abilities, problem-solving skills, and a client-first mindset, I bring a well-rounded perspective to financial services, operations, and team development.
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