Saurabh Gupta

Saurabh Gupta

Account Executive

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location of Saurabh GuptaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Senior Analyst at TIAA | Client services| Fund transfer | Usa Retirement Pension| 401k, 403b, 401a, 408 (Ira) | Certified Power Bi | Basic Knowledge on Python (Anaconda tool and Pandas library) | Trained on Excel Macros

  • Education

    • S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077

      2015 - 2018
      Bachelor of Commerce - BCom Business/Commerce, General
  • Experience

    • Bhadra and Bhanushali Associates CA Firm

      May 2018 - Apr 2019
      Account Executive
    • TIAA

      Jul 2019 - now
      • Senior Analyst

        Mar 2023 - now
      • Analyst

        Jul 2020 - Feb 2023
      • Trainee

        Jul 2019 - Jun 2020
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Saurabh Gupta
      Quarterly Award 2022 Tiaa Jul 2022 Quarterly Award 2022 for the month (April, May and June)
    • Awarded to Saurabh Gupta
      Monthly Award - Dec 2021 Tiaa Dec 2021 Performer of the Month
    • Awarded to Saurabh Gupta
      Monthly Award - May 2021 Tiaa May 2021 Performer of the Month