Yasmeen S.
Associate Investment Advisor @Richardson Wealth
Mississauga, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2024 — Present
Associate Investment Advisor @Richardson Wealth
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EDUCATION
N/A
Georgia Southern University
Bachelor of Business Administration (BBA)
SKILLS
Expertise in Building Strategic Client RelationshipsFinancial ModelingDeep Knowledge of Retail & Institutional ProductsPortfolio ManagementCorporate FinanceCrmCredit RiskFinancial MarketsTradingWealth Management ServicesPrivate EquityValuationBrokerageManaging Hnw RelatioshipsBankingMutual FundsIncreasing Brand AwarenessFinancial AdvisoryEquitiesCredit AnalysisPrivate Equity DealsWealth ManagementInvestmentsHigh Net Worth Individuals
ABOUT YASMEEN S.
As a wealth planning specialist with a proven track record of cultivating and managing…
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