Summary
Overview
Work History
Education
Skills
Timeline
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Vignesh Vanniar

Vignesh Vanniar

Senior Financial Planner

Summary

Experienced in developing strategic financial plans aligned with clients' goals, leveraging investment management expertise and risk assessment skills to optimize financial performance. Demonstrates a track record of utilizing analytical skills and financial acumen to drive informed decision-making and ensure client satisfaction.

Overview

4
4
years of professional experience
5
5
Languages

Work History

Fulfillment Associate

Amazon
09.2024 - Current
  • Followed safety protocols to minimize workplace accidents.
  • Increased on-time delivery rates by prioritizing urgent shipments and effectively managing workload distribution among team members.
  • Maintained inventory accuracy with meticulous attention to detail in receiving, storage, and shipment preparation.
  • Enhanced customer satisfaction by accurately fulfilling orders within tight deadlines.

Senior Financial Planner

Clientele
05.2021 - 01.2023
  • Assist in developing financial plans for clients.
  • Conduct financial analysis and prepare reports.
  • Provide support in investment strategy and portfolio management.
  • Collaborate with senior planners to ensure clients' financial objectives are met.
  • Document and present financial plans and recommendations.

Education

M.A International Management - Accounting And Finance

International University of Applied Sciences
Berlin
04.2001 -

Bachelor of Commerce - Financial Accounting And Auditing

University of Mumbai
Mumbai, India
04.2001 -

Skills

Friendly and courteous

Timeline

Fulfillment Associate

Amazon
09.2024 - Current

Senior Financial Planner

Clientele
05.2021 - 01.2023

M.A International Management - Accounting And Finance

International University of Applied Sciences
04.2001 -

Bachelor of Commerce - Financial Accounting And Auditing

University of Mumbai
04.2001 -

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Vignesh VanniarSenior Financial Planner