Sneha Sree
BCom honors graduate, ACCA - professional level papers
- Role
- Junior Paraplanner at Carisma Solutions Private Limited
- Location
- Chennai, IN
- LinkedIn followers
- 500 followers
About Sneha Sree
Young emerging professional with a passion for finance and accounting. BCom honors Graduate. This Undergraduate degree has given me an opportunity to pursue ACCA beside my degree. I have always had a passion for the financial sector, the internships has allowed me to gain valuable hands-on experience that I can apply to future opportunities. As a Gen z I’m eager to learn more about fintech and adapt to different environments. I am seeking for finance opportunities after my graduation, and love to connect with you!
Experience
Junior Paraplanner
Carisma Solutions Private Limited
Apr 2024 — Present · Chennai, IN
Administration and implementation of key tasks - liaising with Super and insurance providers for research - Client services management using XPLAN- compliance and preparation of advise documents in accordance with regulatory obligations for meetings
Education
University of Sydney
Master of Commerce, Finance and Data Analytics
The Velammal International School
AISSCE
ACCA
ACCA Affiliate
Stella Maris College
Bachelor of Commerce - BCom , Honors
2020 — 2023
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