Vidya Kowshik
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Tell me more about Vidya Kowshik?
FlashIntel GPTVidya Kowshik is a highly experienced Financial Planner with 16.5 years of work experience. She specializes in strategic financial planning, investment strategies, and banking. Based in High River, Canada, Vidya has worked at RBC Financial Planning and Royal Bank of Canada, as well as Royal Mutual Funds Inc. She is skilled in various areas such as mortgage lending, retail banking, credit, loans, retirement planning, and wealth management. Vidya's expertise and extensive work history make her a valuable asset in the finance industry.
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Emails and Phone Numbers
About
Financial Planner, RBC Financial Planning, Royal Bank of Canada, Royal Mutual Funds Inc. www.royalbank.com, [email protected]
Work Experience
Financial Planner
Banking
Vidya Kowshik's Professional Milestones
- Senior Account Manager (2007-04-01~2013-11-01): Overseeing client satisfaction and achieving record-breaking sales growth targets.
- Financial Planner (2013-11-01~): Developed strategic financial plans to maximize company's profitability and maximize financial outcomes through effective financial planning.
Skill
Strategic Financial Planning
Investment Strategies
Strategic Financial
Banking
Investments
Mortgage Lending
Retail Banking
Credit
Loans
Retirement Planning
Wealth Management
Mutual Funds
Residential Mortgages
Certification
Colleagues
Deepali Raina
Business Analyst | Product Owner | Financial Services Transformation & Digital Delivery
Amita Patel
franchise owner at sankalp restaurant
Arthur Chung
product owner private cloud at rbc
Temi O.
Senior IT Professional | Founder-Wording Business Owner | Founder | A MBA Student
Darren Morrow
Real Estate Investor | Business Owner
Other Named Vidya Kowshik
Frequently asked questions
We found 3 Vidya Kowshik's email addresses
We found 1 Vidya Kowshik's phone numbers
Vidya Kowshik's social media include: Linkedin,
Vidya Kowshik works for RBC
Vidya Kowshik's role in RBC is Financial Planner
Vidya Kowshik works in the industry of Banking
Vidya Kowshik's colleagues are Deepali Raina,Amita Patel,Arthur Chung
Vidya Kowshik's latest job experience is Financial Planner at RBC
