Sanay Jhaveri, MSF

Experience

• 

  Dikams Inc.

  Jun 2019 - Aug 2019

  Accounting Assistant

  - Worked with the accounting books- Constantly made sure our information was organized and all accounts were up to date

• 

  Abercrombie & Fitch Co.

  Sept 2019 - Jan 2020

  Brand Representative
• 

  Dharm International LLC.

  May 2021 - Aug 2021

  Assistant in Sales

  - Managed the stock room to make sure loose diamonds were stored properly- Received incoming shipments as well as prepared outgoing shipments- Attended the JCK show in Las Vegas and helped with selling loose diamonds to clients.

• 

  Laidlaw & Company (U.K.) Ltd.

  Jun 2022 - Aug 2022

  Wealth Management Intern

  - Assisted wealth management team with performing analysis and comparisons of over 100 stocks, cryptocurrencies, and ETFs- Learned and coded on TradingView to view current and past trends of different equities to start own project- Attended meetings with the wealth management team and other companies to gain more exposure in the field

• 

  General Mills

  May 2023 - Jul 2023

  Sales & Trade Financial Analyst

  • Analyze key grocery customers trade plans and profitability to find opportunities for efficient trade optimization• Present an end of internship project in front of Senior Finance Managers and Director of Sales & Trade Finance• Utilize Nielsen Connect, Tableau, Analysis for Office, etc., to gather data on customer strategies and recent negotiations

• 

  Morgan Stanley

  Oct 2023 - May 2024

  Private Wealth Management Intern

  • Gather data every day on new transactions that have occurred in the market and compile the information of founders of acquired companies in a spreadsheet• Scan maturing positions that clients are holding in structured investments and analyze the returns the positions are providing• Assist managing and reallocating insufficient funds in client accounts for positions in different capital calls

• 

  Northwestern Mutual

  Jul 2024 - now

  Financial Advisor

  As a Financial Advisor, I get the opportunity to help people achieve their retirement goals, protect themselves and their loved ones, and bring value to all the people I connect with. I take pride in conversing with people from all types of backgrounds to see what I can do to be a resourceful connection for them.

• 

  Delta Sigma Iota Fraternity, Inc.

  Jul 2024 - now

  National President