Chief Financial Officer and Managing Partner
Yash is a highly accomplished and motivated financial services professional with extensive experience in successfully driving sales and profitability through product development and focused service delivery to clients.
He has effective Client Relationship Management skills and has established a loyal network of clients in financial services industry across all distribution channels.
He has proven interpersonal and communication skills, coupled with analytical, decision making and organizational skills.
He has top leadership and people management skills. He has built and implemented business plans to develop territories and achieve aggressive sale targets. Expanded brand recognition through product development: Flow Through Shares, Real Estate Trusts, Segregated Funds, Hedge Funds, Offshore Trusts, Secured Notes and Mutual Funds. He has developed several distribution channels: MFDA,IIROC, EMD.
He has created marketing programs in conjunction with product offerings to facilitate sales.
Yash continues to monitor trends and developments in the financial services industry and use this information for product development and meeting client needs. He has intensive knowledge of global macro and micro trends and has trained clients how to take advantage of them in their business
Yash has a degree from University Of Toronto in Bachelor of Arts: Economics and Political Science (Minor in Commerce). He also has a post graduate diploma from Humber college in Marketing Management.