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Siddhi M.

Siddhi M.

Office Administrator

Followers of Siddhi M.163 followers
location of Siddhi M.Goa, India

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  • Timeline

  • About me

    Certified Financial Planner at Tax Preparer

  • Education

    • Goa University

      1997 - 2001
      Associate's degree Computer Programming, Specific Applications

  • Experience

    • Pristine Industries

      Jun 2001 - Jun 2006
      Office Administrator

      (5 year(s) - 0 month(s))HR/Admin/recruitment)

    • Tax Preparer

      Aug 2008 - now
      Certified Financial Planner

    • Max New York Life Insurance Company Ltd

      Sept 2008 - Jun 2009
      HR coordinator

    • RNIS College of Insurance and Reliance Life Insurance Company

      Aug 2009 - Aug 2012
      Insurance Master Trainer

      Training agent advisers for ic33 insurance exam

    • Reliance Nippon Life Insurance

      Sept 2012 - Jun 2013
      Sales Training Manager

      Sales and Financially planning training to sales managers, branch heads and agent advisers

    • WEALTH MANAGERS

      Jan 2017 - now
      Tax return preparer

      GST return, IT filing, portfolio planning, financial planning

  • Licenses & Certifications

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Feb 2011
      View certificate certificate

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Feb 2011
      View certificate certificate