Meetal Parag

Experience

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  Waddell & Reed

  Jan 2014 - May 2014

  Intern

  - Performed a Managed Allocation Portfolio with $100,000 in stocks, bonds, and other investments- Assisted financial advisors with client portfolios including data entry, data organizing, and m.a.p. - Basic understanding of NetX360 financial software

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  Waddell & Reed

  Jun 2015 - May 2016

  Financial Advisor

  My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 75 years.

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  Equis Financial

  May 2016 - Dec 2016

  Broker

  -Maintained a book of clients with mortgage protection and life insurance needs-Catered to the needs of my local target market -Collaborated with team leaders and members on a weekly basis to discuss client acquisition, client cases, and continuing product education

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  Raymond James

  Dec 2016 - Feb 2019

  • Provided back-office support to top tier branches needing assistance with any issues that arise when conducting business for their clients• Received 40+ cases per day regarding financial questions, document issues, and various other financial industry related obligations• Conducted training for new associates ranging from proper phone etiquette to proper electronic communication to branches, as well as problem solving skills needed to perform our duties• Executed daily stock and mutual fund trades for clients in the absence of their financial advisor• Participated in monthly team meetings providing input to improve our work processes and provide excellent service to whom we serve• Coordinated with over 20 departments to provide the best solutions for the financial advisors that request assistance• Coordinated with upper management on employee retention strategies, ways of becoming more diverse as a company, and various other departmental improvement strategies Show less

  • Concierge Service Advisor

    May 2018 - Feb 2019

  • Branch Service Advisor

    Dec 2016 - Apr 2018
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  Self-Employed

  Jan 2019 - Apr 2020

  Real Estate Investor

  • Worked with multiple parties including title company, seller, and partners to close property deals• Oversaw all phone calls with sellers to make sure all parties were given accurate information, fair pricing, and excellent customer service• Made roughly 500 outbound cold calls a week to gain prospective clients/sellers• Responsible for all marketing campaigns including online advertisement, direct mailing, and yard sign displays

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  PB Parag Enterprise Inc.

  Apr 2020 - now

  Owner

  • Current FedEx Ground Contractor linehaul division • Oversee multiple drivers, multiple semi-trucks, and continuing to grow the fleet throughout the year• Perform all accounting for the business to ensure all financial statements are in order through Quickbooks• Responsible for daily operations including meeting all DOT requirements for drivers and trucks• Communicate with all vendors on a weekly basis to ensure driver Elogs and VEDRs are in compliance with FedEx standards• Implement weekly safety meetings for all of my drivers to ensure proper care of all trailers we deliver to our customers• Work with manager on recruiting new drivers each month in order to grow the business Show less