Find Unlimited Emails.For Free.
Discover prospects, find their business emails, and build your pipeline with Unifers.
Start for FreeShyam Ladva
Financial Advisor @Transamerica Financial Advisors, Inc.
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Transamerica Financial Advisors, Inc.
Los Angeles, CA, US
Developed a client base by building lasting, meaningful relationships.Utilized marketing strategies to reach target market & expand business book by capitalizing on referrals. Assisted in new employee hiring interviews.Created and implemented customized financial plans/strategies to enable clients to reach their goals and objectives.Master the fundamentals of financial planning, risk management, and investment management services.Regularly conducted training meetings sharing best practices to help achieve team and personal goals and objective.Presented and implemented tax-efficient planning solutions to help clients accumulate tax-advantaged wealth and generate tax-free distributions.
SKILLS
ABOUT SHYAM LADVA
Well polished Financial Advisor, with an acumen for detail. With over 10 years experience…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.