Expertise (12)
Shahid in a few words
Outsourced virtual financial Administrator and Paraplanner.
I handle:
- Client set up
- database management
- New Business Submission
- obtaining pension illustrations
- Annuity research and comparison
- setting up LOAs and registering then with Schemes.
flexible to handle other Admin tasks.
I handle:
- Client set up
- database management
- New Business Submission
- obtaining pension illustrations
- Annuity research and comparison
- setting up LOAs and registering then with Schemes.
flexible to handle other Admin tasks.
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Experience
- GoogleCEOSOFTWARE PUBLISHING
Menlo Park, CA, USA
September 1998 - Today 25 yearsIf I had to sum up my life up to this point, I'd say it's been one heck of a ride...HTML CSS JS Photoshop
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Education