aamishaaftab.com

Founder

Stedder Technology

Finance Manager

Self Employed - Paraplanning

**Beacon Pointe (Nov 2022 - Feb 2023)

Engaged with Beacon Pointe on a software transitioning project. Spearheaded the reorganization and maintenance of the firm's information structure, ensuring streamlined operations and improved data management.

**Arete Wealth - Operations Manager (March 2023 - Jan 2024)

Played a pivotal role in growing their business by managing various back-end tasks. Responsibilities included portfolio management encompassing investment management and tax planning. Managed custodial paperwork primarily for Charles Schwab and TD Ameritrade. Maintained CRM data integrity, utilizing platforms like Salesforce, and leveraged portfolio management software such as Advyzon and Y-Charts. Contributed to business process optimization and digital transformation efforts.

**Financial Chef - Remote Paraplanner - (Jan 2024 - March 2024)

Collaborated with Financial Chef to enhance operational efficiency and client services. Streamlined workflow management, developed SOPs, and integrated AI tools for process automation. Assisted in website development, crafted training materials, and managed project timelines using project management tools. Additionally, provided financial planning and analysis support using Emoney Financial Planning Software.

**Short-term Back-end Projects**

Undertook part-time and short-term engagements focused on marketing projects, brand visibility, and client engagement. Managed content creation, campaign planning, and digital marketing strategies. Utilized skills in project management and attention to detail to ensure successful project delivery.

US Paraplanner

Ingenetus 

Investment Advisor

CarJoz

Entrepreneurship Intern

My Captain

Sales And Marketing Intern

Rotana Hotel Management Corporation PJSC

Trainee

Empowering Financial Advisors to Focus on What Matters.

I specialize in optimizing advisory firm operations. By strategically outsourcing paraplanning and administrative tasks, I help financial advisors:

- Reclaim valuable time to focus on core competencies
- Enhance client experiences through improved efficiency
- Drive business growth by streamlining operations

I also offer project-based services to design and implement tailored workflows.

Let's discuss how I can help you streamline your practice and achieve your goals.

#financialadvisor #efficiency #businessgrowth

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