Financial Consultant@ Fidelity Investments
Bellevue, Washington, United States
Payal Saraf
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Birla Institute of Management Technology (BIMTECH)
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Tell me more about Payal Saraf?
FlashIntel GPTPayal Saraf is an experienced professional with 12.5 years of work experience in financial analysis, team management, and corporate finance. Currently, he serves as the AVP and Sr. Reltaionship Manager at Merrill Edge. Payal has a strong background in strategic planning, research, valuation, and business analysis. He has worked at reputable companies such as Fidelity Investments and Bank of America, where he held various roles including Financial Consultant and Relationship Manager. Payal is proficient in Microsoft Office and has a strong background in portfolio management and financial modeling. He is based in Seattle, Washington.
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Emails and Phone Numbers
About
AVP, Sr. Reltaionship Manager at Merrill Edge
Work Experience
Financial Consultant
Financial Services
Payal Saraf's Professional Milestones
- Relationship Manager (2015-11-01~2017-06-01): Building strong relationships with clients, fostering trust and loyalty.
- Financial Solutions Advisor | Assistant Vice President (2017-12-01~): Streamlined financial operations and implemented efficient processes to drive profitability and maximize client satisfaction.
Education
Finance,
General
2010-2012Skill
Financial Analysis
Team Management
Corporate Finance
Strategic Planning
Research
Valuation
Teamwork
Business Analysis
Business Strategy
Analysis
Microsoft Office
Management
Powerpoint
Financial Modeling
Microsoft Excel
Portfolio Management
Language Proficient In Hindi
Certification
Colleagues
Anton Vaskovtsev
Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Brandy Reed
Chief Executive Officer | Business Owner
Hailey Sharp
Owner
Omar Cantu Jr
Financial Fitness Coach | Small Business Owner
Other Named Payal Saraf
Frequently asked questions
We found 3 Payal Saraf's email addresses
We found 2 Payal Saraf's phone numbers
Payal Saraf's social media include: Linkedin,
Payal Saraf works for Fidelity Investments
Payal Saraf's role in Fidelity Investments is Financial Consultant
Payal Saraf works in the industry of Financial Services
Payal Saraf's colleagues are Anton Vaskovtsev,Laurie Jacques,Brandy Reed
Payal Saraf's latest job experience is Financial Consultant at Fidelity Investments
Payal Saraf's latest education in Birla Institute of Management Technology (BIMTECH)
